Retirement Group’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Retirement Group’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 Q1	$72.8K	Sell	2,529 -68	-3%	-$1.85K	0.03%	195
2023 Q4	$66.8K	Buy	2,597 +781	+43%	+$18.8K	0.03%	189
2023 Q3	$41.6K	Hold	1,816	–	–	0.02%	229
2023 Q2	$44.1K	Hold	1,816	–	–	0.02%	217
2023 Q1	$42K	Buy	1,816 +1,731	+2,036%	+$38.7K	0.02%	215
2022 Q4	$2K	Buy	+85	New	+$1.74K	﹤0.01%	511

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Retirement Group's CGGO Position: Q1 2024 in Review

Retirement Group reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 2.6% in Q1 2024, selling an estimated $1.85K and leaving 2,529 shares worth $72.8K. The position accounts for 0.03% of the portfolio, ranked #195.

Retirement Group first reported a position in CGGO in Q4 2022 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold CGGO as of Q1 2024.

Retirement Group held 2,529 shares of Capital Group Global Growth Equity ETF worth $72.8K as of Q1 2024.
Retirement Group sold 68 Capital Group Global Growth Equity ETF shares in Q1 2024, an estimated $1.85K.
Capital Group Global Growth Equity ETF made up 0.03% of Retirement Group's portfolio in Q1 2024, its #195 holding.
Retirement Group first reported a position in Capital Group Global Growth Equity ETF in Q4 2022 and has held it in 6 quarters since.
217 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.