Envestnet Portfolio Solutions
CGGO icon

Envestnet Portfolio Solutions’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Envestnet Portfolio Solutions’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 		$4.83M Buy
144,734
+14,517
+11% +$517K 0.03% 299
2025
Q4 		$4.51M Buy
130,217
+20,526
+19% +$709K 0.02% 379
2025
Q3 		$3.75M Buy
109,691
+23,445
+27% +$768K 0.01% 411
2025
Q2 		$2.76M Sell
86,246
-94,746
-52% -$2.8M 0.01% 482
2025
Q1 		$5.13M Buy
180,992
+11,137
+7% +$331K 0.02% 359
2024
Q4 		$4.96M Buy
169,855
+42,014
+33% +$1.26M 0.02% 394
2024
Q3 		$3.85M Buy
127,841
+80,519
+170% +$2.36M 0.01% 459
2024
Q2 		$1.39M Buy
47,322
+15,445
+48% +$447K ﹤0.01% 752
2024
Q1 		$918K Buy
31,877
+2,095
+7% +$57K ﹤0.01% 871
2023
Q4 		$766K Buy
29,782
+2,001
+7% +$48K ﹤0.01% 878
2023
Q3 		$637K Buy
+27,781
New +$666K ﹤0.01% 893

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