Householder Group Estate & Retirement Specialist’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-13,385	Closed	-$403K	–	646
2024 Q3	$403K	Buy	13,385 +4,684	+54%	+$137K	0.12%	164
2024 Q2	$256K	Buy	8,701 +5,486	+171%	+$159K	0.07%	211
2024 Q1	$92.6K	Buy	+3,215	New	+$87.5K	0.03%	359

Other funds holding CGGO

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Householder Group Estate & Retirement Specialist's CGGO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Capital Group Global Growth Equity ETF (CGGO) in Q4 2024, closing a stake of 13,385 shares — an estimated $403K sold.

Householder Group Estate & Retirement Specialist first reported a position in CGGO in Q1 2024 and held it in 3 quarters. The position peaked at $403K in Q3 2024. 296 funds tracked by Wall St. Rank hold CGGO as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Capital Group Global Growth Equity ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 13,385 Capital Group Global Growth Equity ETF shares in Q4 2024, an estimated $403K.
Householder Group Estate & Retirement Specialist first reported a position in Capital Group Global Growth Equity ETF in Q1 2024 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's Capital Group Global Growth Equity ETF position peaked at $403K in Q3 2024.
296 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.