Willow Creek Wealth Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Willow Creek Wealth Management’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 Q3	$336K	Hold	9,842	–	–	0.03%	136
2025 Q2	$315K	Hold	9,842	–	–	0.03%	135
2025 Q1	$279K	Hold	9,842	–	–	0.03%	131
2024 Q4	$288K	Hold	9,842	–	–	0.03%	128
2024 Q3	$297K	Hold	9,842	–	–	0.03%	130
2024 Q2	$290K	Hold	9,842	–	–	0.03%	125
2024 Q1	$283K	Buy	+9,842	New	+$268K	0.03%	128

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Willow Creek Wealth Management's CGGO Position: Q3 2025 in Review

Willow Creek Wealth Management held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q3 2025 at 9,842 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #136.

Willow Creek Wealth Management first reported a position in CGGO in Q1 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold CGGO as of Q3 2025.

Willow Creek Wealth Management held 9,842 shares of Capital Group Global Growth Equity ETF worth $336K as of Q3 2025.
Willow Creek Wealth Management left its Capital Group Global Growth Equity ETF share count unchanged in Q3 2025.
Capital Group Global Growth Equity ETF made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #136 holding.
Willow Creek Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q1 2024 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.