Sweeney & Michel’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Sweeney & Michel’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	$1.75M	Buy	48,199 +1,971	+4%	+$70.2K	0.52%	37
2025 Q4	$1.69M	Buy	46,228 +2,714	+6%	+$93.8K	0.5%	39
2025 Q3	$1.46M	Buy	43,514 +95	+0.2%	+$3.11K	0.49%	38
2025 Q2	$1.39M	Buy	43,419 +967	+2%	+$28.5K	0.49%	38
2025 Q1	$1.07M	Buy	+42,452	New	+$1.26M	0.47%	37
2024 Q3	$1.32M	Buy	43,410 +1,021	+2%	+$29.9K	0.52%	36
2024 Q2	$1.27M	Buy	42,389 +13,353	+46%	+$386K	0.54%	34
2024 Q1	$847K	Buy	+29,036	New	+$790K	0.37%	47
2023 Q3	$282K	Buy	+11,933	New	+$286K	0.15%	90

Other funds holding CGGO

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

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 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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