Trueblood Wealth Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Trueblood Wealth Management’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	$3.18M	Buy	95,233 +7,026	+8%	+$250K	1.24%	11
2025 Q4	$3.06M	Buy	88,207 +10,841	+14%	+$375K	1.19%	10
2025 Q3	$2.64M	Buy	77,366 +2,702	+4%	+$88.6K	1.03%	13
2025 Q2	$2.39M	Buy	74,664 +6,931	+10%	+$205K	1%	14
2025 Q1	$1.92M	Buy	67,733 +18,490	+38%	+$549K	0.89%	20
2024 Q4	$1.44M	Buy	49,243 +10,114	+26%	+$303K	0.71%	34
2024 Q3	$1.18M	Buy	39,129 +3,109	+9%	+$91.1K	0.59%	47
2024 Q2	$1.06M	Buy	36,020 +3,935	+12%	+$114K	0.6%	51
2024 Q1	$924K	Buy	32,085 +4,053	+14%	+$110K	0.53%	60
2023 Q4	$721K	Buy	+28,032	New	+$673K	0.45%	70

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