LF
CGGO icon

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

Lantz Financial’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 		$461K Buy
10,893
+693
+7% +$27K 0.08% 184
2026
Q1 		$340K Buy
10,200
+179
+2% +$6.37K 0.07% 200
2025
Q4 		$347K Buy
10,021
+617
+7% +$21.3K 0.07% 195
2025
Q3 		$321K Hold
9,404
– – 0.07% 199
2025
Q2 		$301K Sell
9,404
-1,248
-12% -$36.8K 0.07% 181
2025
Q1 		$302K Hold
10,652
– – 0.08% 174
2024
Q4 		$311K Buy
10,652
+1,278
+14% +$38.3K 0.08% 174
2024
Q3 		$283K Buy
9,374
+398
+4% +$11.7K 0.08% 186
2024
Q2 		$264K Hold
8,976
– – 0.08% 176
2024
Q1 		$259K Hold
8,976
– – 0.08% 176
2023
Q4 		$231K Buy
8,976
+186
+2% +$4.47K 0.08% 181
2023
Q3 		$201K Hold
8,790
– – 0.08% 180
2023
Q2 		$214K Hold
8,790
– – 0.08% 177
2023
Q1 		$203K Buy
+8,790
New +$196K 0.08% 183

Other funds holding CGGO

WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return