Moseley Investment Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Moseley Investment 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	$3.29M	Buy	98,626 +5,437	+6%	+$194K	1.05%	25
2025 Q4	$3.23M	Buy	93,189 +12,731	+16%	+$440K	1%	23
2025 Q3	$2.75M	Buy	80,458 +8,102	+11%	+$266K	0.84%	29
2025 Q2	$2.31M	Buy	72,356 +4,993	+7%	+$147K	0.8%	33
2025 Q1	$1.91M	Buy	67,363 +29,652	+79%	+$881K	0.75%	36
2024 Q4	$1.1M	Buy	37,711 +2,708	+8%	+$81.2K	0.43%	57
2024 Q3	$1.06M	Buy	35,003 +11,705	+50%	+$343K	0.42%	58
2024 Q2	$686K	Buy	23,298 +970	+4%	+$28.1K	0.32%	72
2024 Q1	$643K	Buy	22,328 +1,169	+6%	+$31.8K	0.32%	73
2023 Q4	$544K	Sell	21,159 -6,231	-23%	-$150K	0.3%	74
2023 Q3	$628K	Buy	27,390 +2,360	+9%	+$56.6K	0.38%	65
2023 Q2	$608K	Buy	+25,030	New	+$589K	0.35%	70

Other funds holding CGGO

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

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 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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