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

Herold 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
2025
Q3 		– Sell
-6,906
Closed -$221K – 260
2025
Q2 		$221K Buy
+6,906
New +$204K 0.05% 284

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Herold Advisors's CGGO Position: Q3 2025 in Review

Herold Advisors sold out of Capital Group Global Growth Equity ETF (CGGO) in Q3 2025, closing a stake of 6,906 shares — an estimated $221K sold.

Herold Advisors first reported a position in CGGO in Q2 2025 and held it in 1 quarter. The position peaked at $221K in Q2 2025. 349 funds tracked by Wall St. Rank hold CGGO as of Q3 2025.

  • Herold Advisors reported no remaining Capital Group Global Growth Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 6,906 Capital Group Global Growth Equity ETF shares in Q3 2025, an estimated $221K.
  • Herold Advisors first reported a position in Capital Group Global Growth Equity ETF in Q2 2025 and held it in 1 quarter.
  • Herold Advisors's Capital Group Global Growth Equity ETF position peaked at $221K in Q2 2025.
  • 349 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.