RA
CGGO icon

Ruggaard & Associates’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Ruggaard & Associates’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
2026
Q1 		$8.54M Buy
255,837
+8,423
+3% +$300K 3.38% 10
2025
Q4 		$8.57M Sell
247,414
-19,543
-7% -$675K 3.38% 11
2025
Q3 		$9.12M Buy
266,957
+2,626
+1% +$86.1K 3.41% 12
2025
Q2 		$8.45M Buy
264,331
+231,801
+713% +$6.84M 3.4% 12
2025
Q1 		$922K Buy
32,530
+4,287
+15% +$127K 0.4% 32
2024
Q4 		$825K Sell
28,243
-18
-0.1% -$540 0.36% 34
2024
Q3 		$852K Buy
28,261
+1,173
+4% +$34.4K 0.37% 35
2024
Q2 		$797K Buy
27,088
+3,184
+13% +$92.1K 0.37% 31
2024
Q1 		$688K Buy
23,904
+12,004
+101% +$327K 0.33% 37
2023
Q4 		$306K Buy
+11,900
New +$286K 0.16% 87

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return