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Richards, Merrill & Peterson’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Richards, Merrill & Peterson’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
-700
Closed -$19.8K – 240
2025
Q1 		$19.8K Sell
700
-105
-13% -$3.12K 0.01% 341
2024
Q4 		$23.5K Buy
+805
New +$24.1K 0.01% 323

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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Richards, Merrill & Peterson's CGGO Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Capital Group Global Growth Equity ETF (CGGO) in Q2 2025, closing a stake of 700 shares — an estimated $19.8K sold.

Richards, Merrill & Peterson first reported a position in CGGO in Q4 2024 and held it in 2 quarters. The position peaked at $23.5K in Q4 2024. 325 funds tracked by Wall St. Rank hold CGGO as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Capital Group Global Growth Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 700 Capital Group Global Growth Equity ETF shares in Q2 2025, an estimated $19.8K.
  • Richards, Merrill & Peterson first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Capital Group Global Growth Equity ETF position peaked at $23.5K in Q4 2024.
  • 325 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.