WR Wealth Planners’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

WR Wealth Planners’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 Q4	$879K	Sell	30,094 -46,867	-61%	-$1.41M	0.28%	52
2024 Q3	$2.32M	Sell	76,961 -13,169	-15%	-$386K	0.65%	26
2024 Q2	$2.65M	Buy	90,130 +9,890	+12%	+$286K	0.81%	22
2024 Q1	$2.31M	Buy	80,240 +61,751	+334%	+$1.68M	0.72%	24
2023 Q4	$476K	Buy	18,489 +14,124	+324%	+$339K	0.18%	105
2023 Q3	$100K	Buy	4,365 +1,394	+47%	+$33.4K	0.04%	233
2023 Q2	$72.2K	Hold	2,971	–	–	0.03%	280
2023 Q1	$68.5K	Hold	2,971	–	–	0.03%	277
2022 Q4	$62.4K	Buy	2,971 +910	+44%	+$18.6K	0.04%	157
2022 Q3	$38.5K	Buy	+2,061	New	+$42.9K	0.03%	177

Other funds holding CGGO

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WR Wealth Planners's CGGO Position: Q4 2024 in Review

WR Wealth Planners reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 61% in Q4 2024, selling an estimated $1.41M and leaving 30,094 shares worth $879K. The position accounts for 0.28% of the portfolio, ranked #52.

WR Wealth Planners first reported a position in CGGO in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.65M in Q2 2024. 296 funds tracked by Wall St. Rank hold CGGO as of Q4 2024.

WR Wealth Planners held 30,094 shares of Capital Group Global Growth Equity ETF worth $879K as of Q4 2024.
WR Wealth Planners sold 46,867 Capital Group Global Growth Equity ETF shares in Q4 2024, an estimated $1.41M.
Capital Group Global Growth Equity ETF made up 0.28% of WR Wealth Planners's portfolio in Q4 2024, its #52 holding.
WR Wealth Planners first reported a position in Capital Group Global Growth Equity ETF in Q3 2022 and has held it in 10 quarters since.
WR Wealth Planners's Capital Group Global Growth Equity ETF position peaked at $2.65M in Q2 2024.
296 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.