Cary Street Partners Investment Advisory’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Cary Street Partners Investment Advisory’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
2024 Q4	–	Sell	-327,726	Closed	-$9.88M	–	539
2024 Q3	$9.88M	Buy	327,726 +48,530	+17%	+$1.42M	0.36%	68
2024 Q2	$8.22M	Sell	279,196 -33,332	-11%	-$964K	0.33%	79
2024 Q1	$9M	Buy	312,528 +9,066	+3%	+$247K	0.38%	73
2023 Q4	$7.81M	Sell	303,462 -854	-0.3%	-$20.5K	0.37%	75
2023 Q3	$6.97M	Buy	304,316 +166,037	+120%	+$3.98M	0.38%	69
2023 Q2	$3.36M	Buy	138,279 +2,416	+2%	+$56.9K	0.22%	127
2023 Q1	$3.13M	Sell	135,863 -34,788	-20%	-$777K	0.23%	120
2022 Q4	$3.59M	Buy	170,651 +5,193	+3%	+$106K	0.26%	96
2022 Q3	$3.09M	Buy	+165,458	New	+$3.44M	0.25%	104

Other funds holding CGGO

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's CGGO Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Capital Group Global Growth Equity ETF (CGGO) in Q4 2024, closing a stake of 327,726 shares — an estimated $9.88M sold.

Cary Street Partners Investment Advisory first reported a position in CGGO in Q3 2022 and held it in 9 quarters. The position peaked at $9.88M in Q3 2024. 296 funds tracked by Wall St. Rank hold CGGO as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining Capital Group Global Growth Equity ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 327,726 Capital Group Global Growth Equity ETF shares in Q4 2024, an estimated $9.88M.
Cary Street Partners Investment Advisory first reported a position in Capital Group Global Growth Equity ETF in Q3 2022 and held it in 9 quarters.
Cary Street Partners Investment Advisory's Capital Group Global Growth Equity ETF position peaked at $9.88M in Q3 2024.
296 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.