Concourse Financial Group Securities’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-24,648	Closed	-$752K	–	340
2024 Q4	$752K	Buy	24,648 +1,094	+5%	+$32.8K	0.04%	390
2024 Q3	$710K	Buy	23,554 +9,774	+71%	+$286K	0.04%	381
2024 Q2	$408K	Sell	13,780 -1,675	-11%	-$48.4K	0.03%	502
2024 Q1	$445K	Sell	15,455 -363	-2%	-$9.88K	0.03%	468
2023 Q4	$407K	Sell	15,818 -600	-4%	-$14.4K	0.03%	487
2023 Q3	$376K	Buy	16,418 +1,246	+8%	+$29.9K	0.03%	467
2023 Q2	$370K	Buy	15,172 +1,025	+7%	+$24.1K	0.03%	490
2023 Q1	$326K	Hold	14,147	–	–	0.03%	517
2022 Q4	$297K	Buy	14,147 +1,440	+11%	+$29.4K	0.02%	521
2022 Q3	$238K	Buy	12,707 +15	+0.1%	+$312	0.02%	504
2022 Q2	$255K	Buy	12,692 +11,655	+1,124%	+$252K	0.02%	545
2022 Q1	$25K	Buy	+1,037	New	+$24.7K	﹤0.01%	1411

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concourse Financial Group Securities's CGGO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Capital Group Global Growth Equity ETF (CGGO) in Q1 2025, closing a stake of 24,648 shares — an estimated $752K sold.

Concourse Financial Group Securities first reported a position in CGGO in Q1 2022 and held it in 12 quarters. The position peaked at $752K in Q4 2024. 307 funds tracked by Wall St. Rank hold CGGO as of Q1 2025.

Concourse Financial Group Securities reported no remaining Capital Group Global Growth Equity ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 24,648 Capital Group Global Growth Equity ETF shares in Q1 2025, an estimated $752K.
Concourse Financial Group Securities first reported a position in Capital Group Global Growth Equity ETF in Q1 2022 and held it in 12 quarters.
Concourse Financial Group Securities's Capital Group Global Growth Equity ETF position peaked at $752K in Q4 2024.
307 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.