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WCG Wealth Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

WCG Wealth 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
2024
Q2 		– Sell
-44,335
Closed -$1.28M – 283
2024
Q1 		$1.28M Buy
44,335
+15,885
+56% +$432K 0.11% 166
2023
Q4 		$732K Buy
+28,450
New +$683K 0.05% 220

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WCG Wealth Advisors's CGGO Position: Q2 2024 in Review

WCG Wealth Advisors sold out of Capital Group Global Growth Equity ETF (CGGO) in Q2 2024, closing a stake of 44,335 shares — an estimated $1.28M sold.

WCG Wealth Advisors first reported a position in CGGO in Q4 2023 and held it in 2 quarters. The position peaked at $1.28M in Q1 2024. 237 funds tracked by Wall St. Rank hold CGGO as of Q2 2024.

  • WCG Wealth Advisors reported no remaining Capital Group Global Growth Equity ETF position as of Q2 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 44,335 Capital Group Global Growth Equity ETF shares in Q2 2024, an estimated $1.28M.
  • WCG Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q4 2023 and held it in 2 quarters.
  • WCG Wealth Advisors's Capital Group Global Growth Equity ETF position peaked at $1.28M in Q1 2024.
  • 237 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2024.

Based on WCG Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.