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

Francis Financial’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
-10,505
Closed -$307K – 92
2024
Q4 		$307K Hold
10,505
– – 0.08% 74
2024
Q3 		$317K Hold
10,505
– – 0.08% 72
2024
Q2 		$309K Buy
10,505
+1,666
+19% +$48.2K 0.09% 69
2024
Q1 		$255K Buy
+8,839
New +$241K 0.08% 63

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Francis Financial's CGGO Position: Q1 2025 in Review

Francis Financial sold out of Capital Group Global Growth Equity ETF (CGGO) in Q1 2025, closing a stake of 10,505 shares — an estimated $307K sold.

Francis Financial first reported a position in CGGO in Q1 2024 and held it in 4 quarters. The position peaked at $317K in Q3 2024. 307 funds tracked by Wall St. Rank hold CGGO as of Q1 2025.

  • Francis Financial reported no remaining Capital Group Global Growth Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Francis Financial sold 10,505 Capital Group Global Growth Equity ETF shares in Q1 2025, an estimated $307K.
  • Francis Financial first reported a position in Capital Group Global Growth Equity ETF in Q1 2024 and held it in 4 quarters.
  • Francis Financial's Capital Group Global Growth Equity ETF position peaked at $317K in Q3 2024.
  • 307 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2025.

Based on Francis Financial's 13F filing for Q1 2025, filed 13 May 2025.