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

Trilogy Capital’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
2024
Q4 		– Sell
-6,752
Closed -$204K – 331
2024
Q3 		$204K Buy
+6,752
New +$198K 0.01% 320

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CGPCS
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Trilogy Capital's CGGO Position: Q4 2024 in Review

Trilogy Capital sold out of Capital Group Global Growth Equity ETF (CGGO) in Q4 2024, closing a stake of 6,752 shares — an estimated $204K sold.

Trilogy Capital first reported a position in CGGO in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 296 funds tracked by Wall St. Rank hold CGGO as of Q4 2024.

  • Trilogy Capital reported no remaining Capital Group Global Growth Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Trilogy Capital sold 6,752 Capital Group Global Growth Equity ETF shares in Q4 2024, an estimated $204K.
  • Trilogy Capital first reported a position in Capital Group Global Growth Equity ETF in Q3 2024 and held it in 1 quarter.
  • Trilogy Capital's Capital Group Global Growth Equity ETF position peaked at $204K in Q3 2024.
  • 296 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q4 2024.

Based on Trilogy Capital's 13F filing for Q4 2024, filed 27 Jan 2025.