Wealth Enhancement Advisory Services
CGGO icon

Wealth Enhancement Advisory Services’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Wealth Enhancement Advisory Services’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 		$47.1M Sell
1,392,172
-623,362
-31% -$22.2M 0.1% 197
2025
Q4 		$72.3M Buy
2,015,534
+63,138
+3% +$2.18M 0.1% 201
2025
Q3 		$67.5M Buy
1,952,396
+79,795
+4% +$2.62M 0.1% 188
2025
Q2 		$60.1M Sell
1,872,601
-172,704
-8% -$5.1M 0.1% 201
2025
Q1 		$57.9M Buy
2,045,305
+176,037
+9% +$5.23M 0.11% 177
2024
Q4 		$54.6M Buy
1,869,268
+162,870
+10% +$4.88M 0.1% 186
2024
Q3 		$51.4M Buy
1,706,398
+269,254
+19% +$7.89M 0.11% 184
2024
Q2 		$42.3M Buy
1,437,144
+182,600
+15% +$5.28M 0.1% 202
2024
Q1 		$36.1M Sell
1,254,544
-18,450
-1% -$502K 0.09% 212
2023
Q4 		$32.8M Buy
1,272,994
+207,964
+20% +$4.99M 0.1% 207
2023
Q3 		$24.4M Buy
+1,065,030
New +$25.5M 0.08% 240

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Northwestern Mutual Wealth Management
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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