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

Embree Financial Group’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
Q3 		– Sell
-14,620
Closed -$467K – 237
2025
Q2 		$467K Buy
14,620
+1,693
+13% +$50K 0.07% 136
2025
Q1 		$366K Buy
12,927
+809
+7% +$24K 0.06% 147
2024
Q4 		$354K Buy
+12,118
New +$363K 0.06% 141

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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Embree Financial Group's CGGO Position: Q3 2025 in Review

Embree Financial Group sold out of Capital Group Global Growth Equity ETF (CGGO) in Q3 2025, closing a stake of 14,620 shares — an estimated $467K sold.

Embree Financial Group first reported a position in CGGO in Q4 2024 and held it in 3 quarters. The position peaked at $467K in Q2 2025. 349 funds tracked by Wall St. Rank hold CGGO as of Q3 2025.

  • Embree Financial Group reported no remaining Capital Group Global Growth Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Embree Financial Group sold 14,620 Capital Group Global Growth Equity ETF shares in Q3 2025, an estimated $467K.
  • Embree Financial Group first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and held it in 3 quarters.
  • Embree Financial Group's Capital Group Global Growth Equity ETF position peaked at $467K in Q2 2025.
  • 349 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2025.

Based on Embree Financial Group's 13F filing for Q3 2025, filed 9 Oct 2025.