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

HoyleCohen’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 Q2	$26.7M	Sell	908,360 -883	-0.1%	-$25.5K	2.02%	9
2024 Q1	$26.2M	Buy	909,243 +28,280	+3%	+$770K	2%	8
2023 Q4	$22.7M	Sell	880,963 -7,453	-0.8%	-$179K	1.85%	8
2023 Q3	$20.4M	Sell	888,416 -601	-0.1%	-$14.4K	1.89%	8
2023 Q2	$21.6M	Buy	889,017 +9,564	+1%	+$225K	1.91%	7
2023 Q1	$20.3M	Buy	879,453 +1,833	+0.2%	+$40.9K	1.89%	6
2022 Q4	$18.4M	Buy	877,620 +865,684	+7,253%	+$17.7M	1.84%	8
2022 Q3	$223K	Buy	+11,936	New	+$248K	0.02%	232

Other funds holding CGGO

CGPCS

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HoyleCohen's CGGO Position: Q2 2024 in Review

HoyleCohen reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 0.1% in Q2 2024, selling an estimated $25.5K and leaving 908,360 shares worth $26.7M. The position accounts for 2.02% of the portfolio, ranked #9.

HoyleCohen first reported a position in CGGO in Q3 2022 and has held it in 8 quarters since. 237 funds tracked by Wall St. Rank hold CGGO as of Q2 2024.

HoyleCohen held 908,360 shares of Capital Group Global Growth Equity ETF worth $26.7M as of Q2 2024.
HoyleCohen sold 883 Capital Group Global Growth Equity ETF shares in Q2 2024, an estimated $25.5K.
Capital Group Global Growth Equity ETF made up 2.02% of HoyleCohen's portfolio in Q2 2024, its #9 holding.
HoyleCohen first reported a position in Capital Group Global Growth Equity ETF in Q3 2022 and has held it in 8 quarters since.
237 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.