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

Oakworth Capital’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
2025
Q2 		– Sell
-3,696
Closed -$105K – 653
2025
Q1 		$105K Hold
3,696
– – 0.01% 286
2024
Q4 		$108K Buy
+3,696
New +$111K 0.01% 279

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oakworth Capital's CGGO Position: Q2 2025 in Review

Oakworth Capital sold out of Capital Group Global Growth Equity ETF (CGGO) in Q2 2025, closing a stake of 3,696 shares — an estimated $105K sold.

Oakworth Capital first reported a position in CGGO in Q4 2024 and held it in 2 quarters. The position peaked at $108K in Q4 2024. 325 funds tracked by Wall St. Rank hold CGGO as of Q2 2025.

  • Oakworth Capital reported no remaining Capital Group Global Growth Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Oakworth Capital sold 3,696 Capital Group Global Growth Equity ETF shares in Q2 2025, an estimated $105K.
  • Oakworth Capital first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and held it in 2 quarters.
  • Oakworth Capital's Capital Group Global Growth Equity ETF position peaked at $108K in Q4 2024.
  • 325 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2025.

Based on Oakworth Capital's 13F filing for Q2 2025, filed 17 Jul 2025.