Ridgeline Wealth Planning, LLC CGGO Holdings History
Ridgeline Wealth Planning, LLC's Capital Group Global Growth Equity ETF Holding Summary
As of 2025-03-31, Ridgeline Wealth Planning, LLC held 423,957.00 shares of Capital Group Global Growth Equity ETF(CGGO), totaling $12.01 Mil. This investment constitutes 11.8% of their stock portfolio, and Ridgeline Wealth Planning, LLC now holds 0.23% of the outstanding Capital Group Global Growth Equity ETF(CGGO) stock.
The initial trade took place in 2024Q4. And since then Ridgeline Wealth Planning, LLC has made 1 purchases of CGGO, at an average price of $29.98, for a total of 423,957.00 shares. Based on historical transaction data and CGGO's current price of $32.21, Ridgeline Wealth Planning, LLC's estimated gain on his CGGO holdings is $943,574.34, reflecting a 7.42% gain to date.
Ridgeline Wealth Planning, LLC CGGO ($32.21) Holding Chart
Ridgeline Wealth Planning, LLC CGGO ($32.21) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
