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

ORBA 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
Q1 		$2.08M Sell
62,210
-12,554
-17% -$447K 2.48% 15
2025
Q4 		$2.59M Sell
74,764
-15,021
-17% -$519K 2.25% 12
2025
Q3 		$3.07M Sell
89,785
-14,241
-14% -$467K 2.53% 12
2025
Q2 		$3.33M Sell
104,026
-68,706
-40% -$2.03M 3.03% 10
2025
Q1 		$4.89M Sell
172,732
-165
-0.1% -$4.9K 2.47% 12
2024
Q4 		$5.05M Sell
172,897
-7,286
-4% -$218K 2.64% 9
2024
Q3 		$5.43M Buy
180,183
+2,118
+1% +$62K 2.75% 11
2024
Q2 		$5.24M Buy
178,065
+1,050
+0.6% +$30.4K 2.71% 11
2024
Q1 		$5.1M Buy
177,015
+1,080
+0.6% +$29.4K 2.82% 11
2023
Q4 		$4.53M Buy
+175,935
New +$4.22M 2.71% 12

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FFS
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