JWCA
CGGO icon

J.W. Cole Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

J.W. Cole 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
2026
Q1 		– Sell
-110,697
Closed -$3.77M – 866
2025
Q4 		$3.77M Buy
110,697
+16,104
+17% +$556K 0.09% 220
2025
Q3 		$3.23M Buy
94,593
+12,219
+15% +$400K 0.06% 302
2025
Q2 		$2.63M Buy
82,374
+7,924
+11% +$234K 0.06% 324
2025
Q1 		$2.11M Buy
74,450
+56,327
+311% +$1.67M 0.07% 302
2024
Q4 		$530K Buy
18,123
+4,107
+29% +$123K 0.02% 589
2024
Q3 		$423K Buy
14,016
+328
+2% +$9.61K 0.02% 659
2024
Q2 		$403K Buy
13,688
+4,050
+42% +$117K 0.02% 586
2024
Q1 		$278K Buy
9,638
+27
+0.3% +$735 0.01% 714
2023
Q4 		$247K Hold
9,611
– – 0.01% 702
2023
Q3 		$220K Buy
9,611
+986
+11% +$23.6K 0.02% 653
2023
Q2 		$210K Buy
+8,625
New +$203K 0.02% 695

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 $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return