Vestmark Advisory Solutions’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Vestmark Advisory Solutions’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	$11.5M	Buy	345,578 +81,292	+31%	+$2.89M	0.13%	174
2025 Q4	$9.16M	Buy	264,286 +29,899	+13%	+$1.03M	0.12%	169
2025 Q3	$8.01M	Sell	234,387 -29,739	-11%	-$975K	0.15%	138
2025 Q2	$8.44M	Buy	264,126 +136,834	+107%	+$4.04M	0.12%	128
2025 Q1	$3.61M	Buy	127,292 +7,766	+6%	+$231K	0.09%	251
2024 Q4	$3.49M	Buy	119,526 +9,232	+8%	+$277K	0.12%	182
2024 Q3	$3.33M	Buy	110,294 +30,486	+38%	+$893K	0.12%	172
2024 Q2	$2.35M	Buy	79,808 +12,029	+18%	+$348K	0.1%	222
2024 Q1	$1.95M	Buy	67,779 +7,787	+13%	+$212K	0.08%	243
2023 Q4	$1.54M	Buy	59,992 +13,175	+28%	+$316K	0.08%	250
2023 Q3	$1.07M	Buy	+46,817	New	+$1.12M	0.08%	238

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