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

Olistico Wealth’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	$960K	Hold	22,689	–	–	0.41%	52
2026 Q1	$757K	Hold	22,689	–	–	0.37%	55
2025 Q4	$786K	Buy	22,689 +51	+0.2%	+$1.76K	0.38%	51
2025 Q3	$774K	Buy	22,638 +41	+0.2%	+$1.34K	0.41%	49
2025 Q2	$722K	Buy	22,597 +1	+0%	+$30	0.4%	49
2025 Q1	$640K	Sell	22,596 -1	-0%	-$30	0.4%	47
2024 Q4	$660K	Buy	22,597 +19	+0.1%	+$570	0.38%	46
2024 Q3	$681K	Buy	22,578 +28	+0.1%	+$820	0.42%	48
2024 Q2	$664K	Hold	22,550	–	–	0.42%	48
2024 Q1	$649K	Hold	22,550	–	–	0.47%	50
2023 Q4	$580K	Hold	22,550	–	–	0.45%	47
2023 Q3	$517K	Hold	22,550	–	–	0.46%	57
2023 Q2	$548K	Buy	+22,550	New	+$531K	0.47%	56

Other funds holding CGGO

Wealth Science Advisors Alpharetta, Georgia $225M AUM

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return