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

Paces Ferry 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
2025
Q1 		– Sell
-6,900
Closed -$202K – 126
2024
Q4 		$202K Buy
+6,900
New +$207K 0.1% 126

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LPL Financial
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Morgan Stanley
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Envestnet Asset Management
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Commonwealth Equity Services
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
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Wells Fargo
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Paces Ferry Wealth Advisors's CGGO Position: Q1 2025 in Review

Paces Ferry Wealth Advisors sold out of Capital Group Global Growth Equity ETF (CGGO) in Q1 2025, closing a stake of 6,900 shares — an estimated $202K sold.

Paces Ferry Wealth Advisors first reported a position in CGGO in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 307 funds tracked by Wall St. Rank hold CGGO as of Q1 2025.

  • Paces Ferry Wealth Advisors reported no remaining Capital Group Global Growth Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 6,900 Capital Group Global Growth Equity ETF shares in Q1 2025, an estimated $202K.
  • Paces Ferry Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Capital Group Global Growth Equity ETF position peaked at $202K in Q4 2024.
  • 307 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2025.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.