SLWA
CGGO icon

San Luis Wealth Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

San Luis Wealth 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
2025
Q2 		– Sell
-114,879
Closed -$3.25M – 142
2025
Q1 		$3.25M Sell
114,879
-35,993
-24% -$1.07M 0.74% 35
2024
Q4 		$4.41M Sell
150,872
-4,676
-3% -$140K 0.83% 33
2024
Q3 		$4.69M Buy
155,548
+6,684
+4% +$196K 0.97% 28
2024
Q2 		$4.38M Buy
148,864
+17,901
+14% +$518K 1.05% 25
2024
Q1 		$3.77M Buy
130,963
+3,206
+3% +$87.3K 1.98% 15
2023
Q4 		$3.29M Sell
127,757
-7,717
-6% -$185K 1.39% 21
2023
Q3 		$3.1M Buy
135,474
+27,592
+26% +$662K 1.49% 18
2023
Q2 		$2.62M Buy
+107,882
New +$2.54M 0.92% 24

Other funds holding CGGO

CGPCS
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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