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Capital Analysts LLC’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Capital Analysts LLC’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
2026
Q1 		$8.71M Buy
261,089
+24,072
+10% +$857K 0.23% 99
2025
Q4 		$8.21M Buy
237,017
+25,101
+12% +$867K 0.23% 98
2025
Q3 		$7.24M Buy
211,916
+194,050
+1,086% +$6.36M 0.21% 98
2025
Q2 		$571K Buy
17,866
+348
+2% +$10.3K 0.02% 369
2025
Q1 		$496K Buy
+17,518
New +$521K 0.02% 366
2023
Q3 		– Sell
-960
Closed -$23K – 1172
2023
Q2 		$23K Hold
960
– – ﹤0.01% 701
2023
Q1 		$22K Hold
960
– – ﹤0.01% 716
2022
Q4 		$20K Buy
960
+17
+2% +$347 ﹤0.01% 759
2022
Q3 		$18K Buy
943
+218
+30% +$4.53K ﹤0.01% 730
2022
Q2 		$15K Buy
+725
New +$15.7K ﹤0.01% 741

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return