First Heartland Consultants’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

First Heartland Consultants’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 Q2	$1.59M	Buy	37,530 +1,157	+3%	+$45K	0.1%	160
2026 Q1	$1.21M	Buy	36,373 +4,973	+16%	+$177K	0.09%	168
2025 Q4	$1.09M	Buy	31,400 +582	+2%	+$20.1K	0.08%	171
2025 Q3	$1.05M	Buy	30,818 +625	+2%	+$20.5K	0.09%	171
2025 Q2	$965K	Buy	30,193 +2,013	+7%	+$59.4K	0.09%	171
2025 Q1	$798K	Buy	28,180 +10,015	+55%	+$298K	0.08%	174
2024 Q4	$531K	Buy	18,165 +6,139	+51%	+$184K	0.05%	228
2024 Q3	$363K	Buy	12,026 +4,148	+53%	+$121K	0.04%	297
2024 Q2	$323	Buy	+7,878	New	+$228K	0.02%	329

Other funds holding CGGO

Wealth Science Advisors Alpharetta, Georgia $225M AUM

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return