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

Principle Wealth Partners’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 Q2	–	Sell	-433,951	Closed	-$12.3M	–	361
2025 Q1	$12.3M	Sell	433,951 -10,294	-2%	-$306K	0.88%	29
2024 Q4	$13M	Sell	444,245 -26,927	-6%	-$807K	0.91%	25
2024 Q3	$14.2M	Buy	471,172 +85,159	+22%	+$2.49M	1.01%	26
2024 Q2	$11.4M	Buy	386,013 +363,878	+1,644%	+$10.5M	0.86%	27
2024 Q1	$637K	Buy	+22,135	New	+$603K	0.05%	195

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Principle Wealth Partners's CGGO Position: Q2 2025 in Review

Principle Wealth Partners sold out of Capital Group Global Growth Equity ETF (CGGO) in Q2 2025, closing a stake of 433,951 shares — an estimated $12.3M sold.

Principle Wealth Partners first reported a position in CGGO in Q1 2024 and held it in 5 quarters. The position peaked at $14.2M in Q3 2024. 325 funds tracked by Wall St. Rank hold CGGO as of Q2 2025.

Principle Wealth Partners reported no remaining Capital Group Global Growth Equity ETF position as of Q2 2025 after selling out during the quarter.
Principle Wealth Partners sold 433,951 Capital Group Global Growth Equity ETF shares in Q2 2025, an estimated $12.3M.
Principle Wealth Partners first reported a position in Capital Group Global Growth Equity ETF in Q1 2024 and held it in 5 quarters.
Principle Wealth Partners's Capital Group Global Growth Equity ETF position peaked at $14.2M in Q3 2024.
325 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2025.

Based on Principle Wealth Partners's 13F filing for Q2 2025, filed 30 Jul 2025.