ICA Group Wealth Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

ICA Group Wealth Management’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	$172K	Buy	5,846 +1,793	+44%	+$51.9K	0.1%	114
2024 Q1	$117K	Buy	4,053 +2,145	+112%	+$58.4K	0.02%	372
2023 Q4	$49.1K	Buy	+1,908	New	+$45.8K	0.01%	524
2023 Q3	–	Sell	-380	Closed	-$9.23K	–	376
2023 Q2	$9.23K	Buy	380 +80	+27%	+$1.88K	﹤0.01%	849
2023 Q1	$6.92K	Buy	+300	New	+$6.7K	﹤0.01%	880

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

ICA Group Wealth Management's CGGO Position: Q2 2024 in Review

ICA Group Wealth Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 44% in Q2 2024, buying an estimated $51.9K and bringing the position to 5,846 shares worth $172K. The position accounts for 0.1% of the portfolio, ranked #114.

ICA Group Wealth Management first reported a position in CGGO in Q1 2023 and has held it in 5 quarters since. 237 funds tracked by Wall St. Rank hold CGGO as of Q2 2024.

ICA Group Wealth Management held 5,846 shares of Capital Group Global Growth Equity ETF worth $172K as of Q2 2024.
ICA Group Wealth Management bought 1,793 Capital Group Global Growth Equity ETF shares in Q2 2024, an estimated $51.9K.
Capital Group Global Growth Equity ETF made up 0.1% of ICA Group Wealth Management's portfolio in Q2 2024, its #114 holding.
ICA Group Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q1 2023 and has held it in 5 quarters since.
237 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.