SYM Financial Corp’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

SYM Financial Corp’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 Q4	–	Sell	-6,220	Closed	-$213K	–	427
2025 Q3	$213K	Sell	6,220 -7,782	-56%	-$255K	0.02%	305
2025 Q2	$448K	Buy	14,002 +5,901	+73%	+$174K	0.05%	137
2025 Q1	$230K	Sell	8,101 -4,404	-35%	-$131K	0.03%	230
2024 Q4	$365K	Sell	12,505 -42	-0.3%	-$1.26K	0.05%	130
2024 Q3	$378K	Buy	12,547 +2,481	+25%	+$72.7K	0.05%	96
2024 Q2	$296K	Hold	10,066	–	–	0.05%	97
2024 Q1	$290K	Buy	+10,066	New	+$274K	0.05%	77

Other funds holding CGGO

CGPCS

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SYM Financial Corp's CGGO Position: Q4 2025 in Review

SYM Financial Corp sold out of Capital Group Global Growth Equity ETF (CGGO) in Q4 2025, closing a stake of 6,220 shares — an estimated $213K sold.

SYM Financial Corp first reported a position in CGGO in Q1 2024 and held it in 7 quarters. The position peaked at $448K in Q2 2025. 398 funds tracked by Wall St. Rank hold CGGO as of Q4 2025.

SYM Financial Corp reported no remaining Capital Group Global Growth Equity ETF position as of Q4 2025 after selling out during the quarter.
SYM Financial Corp sold 6,220 Capital Group Global Growth Equity ETF shares in Q4 2025, an estimated $213K.
SYM Financial Corp first reported a position in Capital Group Global Growth Equity ETF in Q1 2024 and held it in 7 quarters.
SYM Financial Corp's Capital Group Global Growth Equity ETF position peaked at $448K in Q2 2025.
398 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q4 2025.

Based on SYM Financial Corp's 13F filing for Q4 2025, filed 13 Feb 2026.