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

Gimbal 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 Q3	$307K	Hold	8,980	–	–	0.18%	37
2025 Q2	$287K	Sell	8,980 -2,240	-20%	-$66.1K	0.18%	37
2025 Q1	$318K	Hold	11,220	–	–	0.29%	28
2024 Q4	$328K	Hold	11,220	–	–	0.27%	33
2024 Q3	$336K	Hold	11,220	–	–	0.22%	33
2024 Q2	$337K	Hold	11,220	–	–	0.25%	29
2024 Q1	$323K	Hold	11,220	–	–	0.26%	32
2023 Q4	$289K	Buy	+11,220	New	+$269K	0.29%	31

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gimbal Financial's CGGO Position: Q3 2025 in Review

Gimbal Financial held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q3 2025 at 8,980 shares worth $307K. The position accounts for 0.18% of the portfolio, ranked #37.

Gimbal Financial first reported a position in CGGO in Q4 2023 and has held it in 8 quarters since. The position peaked at $337K in Q2 2024. 349 funds tracked by Wall St. Rank hold CGGO as of Q3 2025.

Gimbal Financial held 8,980 shares of Capital Group Global Growth Equity ETF worth $307K as of Q3 2025.
Gimbal Financial left its Capital Group Global Growth Equity ETF share count unchanged in Q3 2025.
Capital Group Global Growth Equity ETF made up 0.18% of Gimbal Financial's portfolio in Q3 2025, its #37 holding.
Gimbal Financial first reported a position in Capital Group Global Growth Equity ETF in Q4 2023 and has held it in 8 quarters since.
Gimbal Financial's Capital Group Global Growth Equity ETF position peaked at $337K in Q2 2024.
349 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2025.

Based on Gimbal Financial's 13F filing for Q3 2025, filed 4 Nov 2025.