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Burleson & Co’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Burleson & Co’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
2022
Q4 		$42 Hold
2
– – ﹤0.01% 415
2022
Q3 		$0 Hold
2
– – ﹤0.01% 413
2022
Q2 		$0 Buy
+2
New +$43 ﹤0.01% 440

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FC
Financial Council Towson, Maryland $308M AUM 28.8% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Burleson & Co's CGGO Position: Q4 2022 in Review

Burleson & Co held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q4 2022 at 2 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Burleson & Co first reported a position in CGGO in Q2 2022 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold CGGO as of Q4 2022.

  • Burleson & Co held 2 shares of Capital Group Global Growth Equity ETF worth $42 as of Q4 2022.
  • Burleson & Co left its Capital Group Global Growth Equity ETF share count unchanged in Q4 2022.
  • Capital Group Global Growth Equity ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #415 holding.
  • Burleson & Co first reported a position in Capital Group Global Growth Equity ETF in Q2 2022 and has held it in 3 quarters since.
  • 97 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.