Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CGGOCGGO
Showing 8 of 12 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in CAPITAL GROUP GLOBAL GROWTH

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 1.4M shares of CGGO (CAPITAL GROUP GLOBAL GROWTH), worth $59.3M as of 2026-Q2. The position was increased (+3.9% shares). CGGO represents 0.1% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$59.3M

Current Shares

1.4M

Total Value Change

+$7.8M

Total Shares Change

-260,536

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+3.9%
$59.3M0.1%$42.33
31
2026-Q1
Decreased
1.4M
-30.9%
$47.1M0.1%$35.35
0
2025-Q4
Increased
2M
+3.2%
$72.3M0.1%$34.82
31
2025-Q3
Increased
2M
+4.3%
$67.5M0.1%$33.61
37
2025-Q2
Decreased
1.9M
-8.4%
$60.1M0.1%$31.51
0
2025-Q1
Increased
2M
+9.4%
$57.9M0.1%$27.83
39
2024-Q4
Increased
1.9M
+9.5%
$54.6M0.1%$28.72
39
2024-Q3
Increased
1.7M
+18.7%
$51.4M0.1%$29.54
41

Other major holders of CGGO: LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used