KWM
CGGO icon

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

Kingsview 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
2026
Q1 		$1.45M Buy
43,464
+31,366
+259% +$1.12M 0.02% 574
2025
Q4 		$419K Sell
12,098
-16,650
-58% -$575K 0.01% 907
2025
Q3 		$982K Buy
28,748
+5,691
+25% +$187K 0.02% 617
2025
Q2 		$737K Buy
23,057
+3,602
+19% +$106K 0.01% 655
2025
Q1 		$551K Buy
19,455
+3,504
+22% +$104K 0.01% 696
2024
Q4 		$466K Sell
15,951
-376
-2% -$11.3K 0.01% 765
2024
Q3 		$492K Sell
16,327
-7,262
-31% -$213K 0.01% 728
2024
Q2 		$694K Buy
23,589
+11,796
+100% +$341K 0.02% 593
2024
Q1 		$340K Buy
+11,793
New +$321K 0.01% 776
2023
Q3 		– Sell
-46,223
Closed -$1.12M – 941
2023
Q2 		$1.12M Buy
+46,223
New +$1.09M 0.04% 376

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