BlackDiamond Wealth Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

BlackDiamond Wealth Management’s Portfolio CGGO Stock Details CGGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-58,629	Closed	-$1.71M	–	159
2024 Q4	$1.71M	Buy	58,629 +3,870	+7%	+$116K	0.99%	30
2024 Q3	$1.65M	Buy	54,759 +17,255	+46%	+$505K	0.99%	33
2024 Q2	$1.05M	Buy	+37,504	New	+$1.08M	0.69%	41

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackDiamond Wealth Management's CGGO Position: Q1 2025 in Review

BlackDiamond Wealth Management sold out of Capital Group Global Growth Equity ETF (CGGO) in Q1 2025, closing a stake of 58,629 shares — an estimated $1.71M sold.

BlackDiamond Wealth Management first reported a position in CGGO in Q2 2024 and held it in 3 quarters. The position peaked at $1.71M in Q4 2024. 307 funds tracked by Wall St. Rank hold CGGO as of Q1 2025.

BlackDiamond Wealth Management reported no remaining Capital Group Global Growth Equity ETF position as of Q1 2025 after selling out during the quarter.
BlackDiamond Wealth Management sold 58,629 Capital Group Global Growth Equity ETF shares in Q1 2025, an estimated $1.71M.
BlackDiamond Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q2 2024 and held it in 3 quarters.
BlackDiamond Wealth Management's Capital Group Global Growth Equity ETF position peaked at $1.71M in Q4 2024.
307 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2025.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.