Orion Portfolio Solutions’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Orion Portfolio Solutions’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 Q1	$3.27M	Buy	115,511 +14,888	+15%	+$442K	0.03%	493
2024 Q4	$2.94M	Buy	100,623 +5,594	+6%	+$168K	0.03%	518
2024 Q3	$2.87M	Buy	95,029 +47,834	+101%	+$1.4M	0.03%	527
2024 Q2	$1.39M	Buy	47,195 +1,824	+4%	+$52.7K	0.01%	822
2024 Q1	$1.31M	Buy	45,371 +2,359	+5%	+$64.2K	0.01%	867
2023 Q4	$1.1M	Sell	43,012 -17,522	-29%	-$421K	0.01%	903
2023 Q3	$1.39M	Buy	60,534 +42,567	+237%	+$1.02M	0.02%	773
2023 Q2	$436K	Buy	17,967 +3,591	+25%	+$84.6K	﹤0.01%	1261
2023 Q1	$332K	Buy	+14,376	New	+$321K	﹤0.01%	1311

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Orion Portfolio Solutions's CGGO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Capital Group Global Growth Equity ETF (CGGO) stake by 15% in Q1 2025, buying an estimated $442K and bringing the position to 115,511 shares worth $3.27M. The position accounts for 0.03% of the portfolio, ranked #493.

Orion Portfolio Solutions first reported a position in CGGO in Q1 2023 and has held it in 9 quarters since. 307 funds tracked by Wall St. Rank hold CGGO as of Q1 2025.

Orion Portfolio Solutions held 115,511 shares of Capital Group Global Growth Equity ETF worth $3.27M as of Q1 2025.
Orion Portfolio Solutions bought 14,888 Capital Group Global Growth Equity ETF shares in Q1 2025, an estimated $442K.
Capital Group Global Growth Equity ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #493 holding.
Orion Portfolio Solutions first reported a position in Capital Group Global Growth Equity ETF in Q1 2023 and has held it in 9 quarters since.
307 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.