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

Capital A 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
Q2 		– Sell
-609
Closed -$17.3K – 497
2025
Q1 		$17.3K Sell
609
-62
-9% -$1.84K 0.02% 239
2024
Q4 		$19.6K Buy
+671
New +$20.1K 0.03% 234

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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital A Wealth Management's CGGO Position: Q2 2025 in Review

Capital A Wealth Management sold out of Capital Group Global Growth Equity ETF (CGGO) in Q2 2025, closing a stake of 609 shares — an estimated $17.3K sold.

Capital A Wealth Management first reported a position in CGGO in Q4 2024 and held it in 2 quarters. The position peaked at $19.6K in Q4 2024. 325 funds tracked by Wall St. Rank hold CGGO as of Q2 2025.

  • Capital A Wealth Management reported no remaining Capital Group Global Growth Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 609 Capital Group Global Growth Equity ETF shares in Q2 2025, an estimated $17.3K.
  • Capital A Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Capital Group Global Growth Equity ETF position peaked at $19.6K in Q4 2024.
  • 325 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.