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Octavia Wealth Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Octavia Wealth Advisors’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 		$448K Sell
10,583
-247
-2% -$9.62K 0.04% 131
2026
Q1 		$361K Buy
10,830
+366
+3% +$13K 0.03% 163
2025
Q4 		$363K Buy
10,464
+124
+1% +$4.28K 0.03% 167
2025
Q3 		$353K Buy
10,340
+184
+2% +$6.03K 0.04% 171
2025
Q2 		$328K Buy
10,156
+172
+2% +$5.08K 0.04% 156
2025
Q1 		$283K Sell
9,984
-552
-5% -$16.4K 0.03% 172
2024
Q4 		$308K Buy
10,536
+57
+0.5% +$1.71K 0.04% 159
2024
Q3 		$316K Buy
10,479
+138
+1% +$4.04K 0.04% 159
2024
Q2 		$306K Buy
10,341
+741
+8% +$21.4K 0.04% 166
2024
Q1 		$276K Sell
9,600
-316
-3% -$8.6K 0.04% 177
2023
Q4 		$255K Buy
+9,916
New +$238K 0.05% 188

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