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Everpar Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Everpar Advisors’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
2024
Q4 		– Sell
-8,880
Closed -$268K – 267
2024
Q3 		$268K Buy
8,880
+380
+4% +$11.1K 0.14% 208
2024
Q2 		$250K Buy
8,500
+900
+12% +$26K 0.13% 220
2024
Q1 		$219K Buy
+7,600
New +$207K 0.13% 219

Other funds holding CGGO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Everpar Advisors's CGGO Position: Q4 2024 in Review

Everpar Advisors sold out of Capital Group Global Growth Equity ETF (CGGO) in Q4 2024, closing a stake of 8,880 shares — an estimated $268K sold.

Everpar Advisors first reported a position in CGGO in Q1 2024 and held it in 3 quarters. The position peaked at $268K in Q3 2024. 296 funds tracked by Wall St. Rank hold CGGO as of Q4 2024.

  • Everpar Advisors reported no remaining Capital Group Global Growth Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Everpar Advisors sold 8,880 Capital Group Global Growth Equity ETF shares in Q4 2024, an estimated $268K.
  • Everpar Advisors first reported a position in Capital Group Global Growth Equity ETF in Q1 2024 and held it in 3 quarters.
  • Everpar Advisors's Capital Group Global Growth Equity ETF position peaked at $268K in Q3 2024.
  • 296 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q4 2024.

Based on Everpar Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.