GIA
CGGO icon

Gladstone Institutional Advisory’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-6,892
Closed -$203K – 691
2024
Q2 		$203K Buy
+6,892
New +$199K 0.01% 625

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gladstone Institutional Advisory's CGGO Position: Q3 2024 in Review

Gladstone Institutional Advisory sold out of Capital Group Global Growth Equity ETF (CGGO) in Q3 2024, closing a stake of 6,892 shares — an estimated $203K sold.

Gladstone Institutional Advisory first reported a position in CGGO in Q2 2024 and held it in 1 quarter. The position peaked at $203K in Q2 2024. 249 funds tracked by Wall St. Rank hold CGGO as of Q3 2024.

  • Gladstone Institutional Advisory reported no remaining Capital Group Global Growth Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 6,892 Capital Group Global Growth Equity ETF shares in Q3 2024, an estimated $203K.
  • Gladstone Institutional Advisory first reported a position in Capital Group Global Growth Equity ETF in Q2 2024 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Capital Group Global Growth Equity ETF position peaked at $203K in Q2 2024.
  • 249 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2024, filed 28 Oct 2024.