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RE Dickinson Investment Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$3.4K Buy
+117
New +$3.51K ﹤0.01% 204

Other funds holding CGGO

Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RE Dickinson Investment Advisors's CGGO Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in Capital Group Global Growth Equity ETF (CGGO) in Q4 2024: 117 shares worth $3.4K. The stake represents ﹤0.01% of the portfolio and ranks #204 among its holdings.

297 funds tracked by Wall St. Rank hold CGGO as of Q4 2024.

  • RE Dickinson Investment Advisors held 117 shares of Capital Group Global Growth Equity ETF worth $3.4K as of Q4 2024.
  • Capital Group Global Growth Equity ETF was a new RE Dickinson Investment Advisors position in Q4 2024.
  • Capital Group Global Growth Equity ETF made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #204 holding.
  • 297 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.