TCG
CGGO icon

Transcendent Capital Group’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Transcendent Capital Group’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
Q1 		– Sell
-1,072
Closed -$31.3K – 138
2024
Q4 		$31.3K Buy
1,072
+328
+44% +$9.84K 0.02% 238
2024
Q3 		$22.4K Sell
744
-872
-54% -$25.5K 0.01% 282
2024
Q2 		$47.6K Buy
1,616
+175
+12% +$5.06K 0.03% 192
2024
Q1 		$41.5K Buy
1,441
+59
+4% +$1.61K 0.02% 196
2023
Q4 		$35.6K Buy
+1,382
New +$33.2K 0.02% 175

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transcendent Capital Group's CGGO Position: Q1 2025 in Review

Transcendent Capital Group sold out of Capital Group Global Growth Equity ETF (CGGO) in Q1 2025, closing a stake of 1,072 shares — an estimated $31.3K sold.

Transcendent Capital Group first reported a position in CGGO in Q4 2023 and held it in 5 quarters. The position peaked at $47.6K in Q2 2024. 307 funds tracked by Wall St. Rank hold CGGO as of Q1 2025.

  • Transcendent Capital Group reported no remaining Capital Group Global Growth Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 1,072 Capital Group Global Growth Equity ETF shares in Q1 2025, an estimated $31.3K.
  • Transcendent Capital Group first reported a position in Capital Group Global Growth Equity ETF in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's Capital Group Global Growth Equity ETF position peaked at $47.6K in Q2 2024.
  • 307 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.