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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

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

San Luis Wealth Advisors's CGGO Position: Q2 2025 in Review

San Luis Wealth Advisors sold out of Capital Group Global Growth Equity ETF (CGGO) in Q2 2025, closing a stake of 114,879 shares — an estimated $3.25M sold.

San Luis Wealth Advisors first reported a position in CGGO in Q2 2023 and held it in 8 quarters. The position peaked at $4.69M in Q3 2024. 326 funds tracked by Wall St. Rank hold CGGO as of Q2 2025.

San Luis Wealth Advisors reported no remaining Capital Group Global Growth Equity ETF position as of Q2 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 114,879 Capital Group Global Growth Equity ETF shares in Q2 2025, an estimated $3.25M.
San Luis Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q2 2023 and held it in 8 quarters.
San Luis Wealth Advisors's Capital Group Global Growth Equity ETF position peaked at $4.69M in Q3 2024.
326 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2025.

Based on San Luis Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.