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

Madison 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
2023 Q3	$4.4M	Buy	192,103 +15,326	+9%	+$367K	0.93%	34
2023 Q2	$4.29M	Buy	176,777 +10,794	+7%	+$254K	0.87%	34
2023 Q1	$3.83M	Buy	165,983 +16,105	+11%	+$360K	0.83%	40
2022 Q4	$3.15M	Buy	149,878 +53,278	+55%	+$1.09M	0.72%	43
2022 Q3	$1.81M	Buy	96,600 +32,925	+52%	+$685K	0.44%	67
2022 Q2	$1.28M	Buy	63,675 +55,175	+649%	+$1.19M	0.31%	76
2022 Q1	$206K	Buy	+8,500	New	+$202K	0.04%	150

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Madison Wealth Management's CGGO Position: Q3 2023 in Review

Madison Wealth Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 8.7% in Q3 2023, buying an estimated $367K and bringing the position to 192,103 shares worth $4.4M. The position accounts for 0.93% of the portfolio, ranked #34.

Madison Wealth Management first reported a position in CGGO in Q1 2022 and has held it in 7 quarters since. 148 funds tracked by Wall St. Rank hold CGGO as of Q3 2023.

Madison Wealth Management held 192,103 shares of Capital Group Global Growth Equity ETF worth $4.4M as of Q3 2023.
Madison Wealth Management bought 15,326 Capital Group Global Growth Equity ETF shares in Q3 2023, an estimated $367K.
Capital Group Global Growth Equity ETF made up 0.93% of Madison Wealth Management's portfolio in Q3 2023, its #34 holding.
Madison Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q1 2022 and has held it in 7 quarters since.
148 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.