CFP
CGGO icon

Catalyst Financial Partners’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Catalyst Financial Partners’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 		$3.85M Buy
115,406
+9,479
+9% +$337K 0.45% 33
2025
Q4 		$3.67M Buy
105,927
+54,111
+104% +$1.87M 0.41% 29
2025
Q3 		$1.77M Buy
51,816
+9,720
+23% +$319K 0.21% 50
2025
Q2 		$1.35M Buy
42,096
+18,056
+75% +$533K 0.15% 58
2025
Q1 		$681K Buy
24,040
+2,508
+12% +$74.5K 0.13% 108
2024
Q4 		$629K Buy
21,532
+2,520
+13% +$75.6K 0.12% 111
2024
Q3 		$573K Buy
19,012
+3,900
+26% +$114K 0.11% 123
2024
Q2 		$445K Sell
15,112
-2,125
-12% -$61.5K 0.1% 139
2024
Q1 		$477K Buy
17,237
+3,547
+26% +$96.5K 0.12% 113
2023
Q4 		$352K Buy
13,690
+3,485
+34% +$83.7K 0.1% 142
2023
Q3 		$234K Buy
+10,205
New +$245K 0.08% 180

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