KMG Fiduciary Partners’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

KMG Fiduciary Partners’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 Q2	$742K	Buy	17,523 +122	+0.7%	+$4.75K	0.07%	137
2026 Q1	$581K	Sell	17,401 -7	-0%	-$249	0.04%	194
2025 Q4	$603K	Buy	17,408 +66	+0.4%	+$2.28K	0.04%	192
2025 Q3	$593K	Sell	17,342 -2,401	-12%	-$78.7K	0.04%	222
2025 Q2	$631K	Sell	19,743 -5,873	-23%	-$173K	0.05%	217
2025 Q1	$726K	Sell	25,616 -1,838	-7%	-$54.6K	0.06%	201
2024 Q4	$802K	Sell	27,454 -2,319	-8%	-$69.5K	0.07%	194
2024 Q3	$898K	Buy	+29,773	New	+$872K	0.08%	180

Other funds holding CGGO

Wealth Science Advisors Alpharetta, Georgia $225M AUM

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return