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Clearstead Trust’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-5,952
Closed -$203K – 1106
2025
Q3 		$203K Buy
+5,952
New +$195K 0.03% 181

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Clearstead Trust's CGGO Position: Q4 2025 in Review

Clearstead Trust sold out of Capital Group Global Growth Equity ETF (CGGO) in Q4 2025, closing a stake of 5,952 shares — an estimated $203K sold.

Clearstead Trust first reported a position in CGGO in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 397 funds tracked by Wall St. Rank hold CGGO as of Q4 2025.

  • Clearstead Trust reported no remaining Capital Group Global Growth Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 5,952 Capital Group Global Growth Equity ETF shares in Q4 2025, an estimated $203K.
  • Clearstead Trust first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and held it in 1 quarter.
  • Clearstead Trust's Capital Group Global Growth Equity ETF position peaked at $203K in Q3 2025.
  • 397 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.