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Wealthspire Advisors (New York)’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-3,385
Closed -$116K – 1352
2025
Q3 		$116K Buy
+3,385
New +$111K ﹤0.01% 972

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Raymond James Financial
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Northwestern Mutual Wealth Management
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s CGGO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Capital Group Global Growth Equity ETF (CGGO) in Q4 2025, closing a stake of 3,385 shares — an estimated $116K sold.

Wealthspire Advisors (New York) first reported a position in CGGO in Q3 2025 and held it in 1 quarter. The position peaked at $116K in Q3 2025. 396 funds tracked by Wall St. Rank hold CGGO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Capital Group Global Growth Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,385 Capital Group Global Growth Equity ETF shares in Q4 2025, an estimated $116K.
  • Wealthspire Advisors (New York) first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Capital Group Global Growth Equity ETF position peaked at $116K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.