WCFA
CGGO icon

Walkner Condon Financial Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Walkner Condon Financial Advisors’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 		$553K Sell
16,560
-500
-3% -$17.8K 0.07% 165
2025
Q4 		$591K Hold
17,060
– – 0.08% 159
2025
Q3 		$583K Sell
17,060
-1,820
-10% -$59.6K 0.09% 153
2025
Q2 		$604K Sell
18,880
-8,100
-30% -$239K 0.11% 136
2025
Q1 		$764K Sell
26,980
-2,600
-9% -$77.3K 0.15% 111
2024
Q4 		$864K Buy
29,580
+690
+2% +$20.7K 0.18% 105
2024
Q3 		$871K Buy
28,890
+15,440
+115% +$452K 0.18% 104
2024
Q2 		$396K Buy
13,450
+950
+8% +$27.5K 0.09% 168
2024
Q1 		$360K Buy
12,500
+495
+4% +$13.5K 0.08% 192
2023
Q4 		$309K Sell
12,005
-1,550
-11% -$37.2K 0.07% 208
2023
Q3 		$311K Buy
+13,555
New +$325K 0.08% 185

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FFS
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