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Funds Holding CGGO

On this page, we present all of the funds holding CGGO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CGGO, with a link to that fund's top holdings. The next columns indicate the amount of CGGO stock held by each of the funds holding CGGO, followed by the CGGO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 193 funds holding CGGO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Capital Group Private Client Services Inc.. For more details on the positions held by Capital Group Private Client Services Inc. (or by any of the other funds holding CGGO), click the fund name in the "Holder" column of the funds-holding-CGGO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Capital Group Private Client Services Inc.10,851,195$279,201 12/31/2023
     CGGO10,851,195$279,201 12/31/2023
Northwestern Mutual Wealth Management Co.7,016,186$180,526 12/31/2023
     CGGO7,016,186$180,526 12/31/2023
Raymond James & Associates4,998,845$143,967 03/31/2024
     CGGO4,998,845$143,967 03/31/2024
Raymond James Financial Services Advisors Inc.4,161,492$119,851 03/31/2024
     CGGO4,161,492$119,851 03/31/2024
LPL Financial LLC3,849,404$99,045 12/31/2023
     CGGO3,849,404$99,045 12/31/2023
UBS Group AG3,225,544$82,993 12/31/2023
     CGGO3,225,544$82,993 12/31/2023
Commonwealth Equity Services LLC2,732,767$78,704 03/31/2024
     CGGO2,732,767$78,704 03/31/2024
Advisor Group Holdings Inc.2,002,117$51,512 12/31/2023
     CGGO2,002,117$51,512 12/31/2023
Cambridge Investment Research Advisors Inc.1,516,545$43,676 03/31/2024
     CGGO1,516,545$43,676 03/31/2024
MML Investors Services LLC1,665,088$42,843 12/31/2023
     CGGO1,665,088$42,843 12/31/2023
Envestnet Asset Management Inc.1,475,374$37,961 12/31/2023
     CGGO1,475,374$37,961 12/31/2023
Wealth Enhancement Advisory Services LLC1,254,544$36,131 03/31/2024
     CGGO1,254,544$36,131 03/31/2024
Johnson Bixby & Associates LLC1,241,314$35,750 03/31/2024
     CGGO1,241,314$35,750 03/31/2024
Wells Fargo & Company MN1,372,801$35,322 12/31/2023
     CGGO1,372,801$35,322 12/31/2023
WNY Asset Management LLC1,244,796$32,029 12/31/2023
     CGGO1,244,796$32,029 12/31/2023
Arlington Financial Advisors LLC1,061,191$30,562 03/31/2024
     CGGO1,061,191$30,562 03/31/2024
Baird Financial Group Inc.1,159,341$29,830 12/31/2023
     CGGO1,159,341$29,830 12/31/2023
Royal Bank of Canada1,156,057$29,745 12/31/2023
     CGGO1,156,057$29,745 12/31/2023
Financial Council Asset Management Inc1,074,207$27,639 12/31/2023
     CGGO1,074,207$27,639 12/31/2023
ST Germain D J Co. Inc.842,417$24,262 03/31/2024
     CGGO842,417$24,262 03/31/2024
Hoylecohen LLC880,963$22,667 12/31/2023
     CGGO880,963$22,667 12/31/2023
Janney Montgomery Scott LLC839,168$21,591 12/31/2023
     CGGO839,168$21,591 12/31/2023
CI Private Wealth LLC822,857$21,172 12/31/2023
     CGGO822,857$21,172 12/31/2023
D.A. Davidson & CO.759,624$19,545 12/31/2023
     CGGO759,624$19,545 12/31/2023
Reliant Wealth Planning658,088$16,933 12/31/2023
     CGGO658,088$16,933 12/31/2023
Cetera Advisor Networks LLC583,597$15,016 12/31/2023
     CGGO583,597$15,016 12/31/2023
Kestra Advisory Services LLC543,875$13,994 12/31/2023
     CGGO543,875$13,994 12/31/2023
GWM Advisors LLC523,829$13,484 12/31/2023
     CGGO523,829$13,484 12/31/2023
Simplicity Wealth LLC421,477$12,139 03/31/2024
     CGGO421,477$12,139 03/31/2024
OLD Mission Capital LLC443,223$11,404 12/31/2023
     CGGO443,223$11,404 12/31/2023
Bank of America Corp DE439,164$11,300 12/31/2023
     CGGO439,164$11,300 12/31/2023
LVW Advisors LLC387,421$11,158 03/31/2024
     CGGO387,421$11,158 03/31/2024
Sawtooth Solutions LLC430,729$11,083 12/31/2023
     CGGO430,729$11,083 12/31/2023
Bleakley Financial Group LLC430,729$11,083 12/31/2023
     CGGO430,729$11,083 12/31/2023
Stifel Financial Corp429,507$11,051 12/31/2023
     CGGO429,507$11,051 12/31/2023
Main Street Financial Solutions LLC361,134$10,401 03/31/2024
     CGGO361,134$10,401 03/31/2024
Benjamin F. Edwards & Company Inc.357,175$10,287 03/31/2024
     CGGO357,175$10,287 03/31/2024
Lincoln National Corp326,937$8,412 12/31/2023
     CGGO326,937$8,412 12/31/2023
Cary Street Partners Investment Advisory LLC303,462$7,808 12/31/2023
     CGGO303,462$7,808 12/31/2023
West Michigan Advisors LLC294,101$7,567 12/31/2023
     CGGO294,101$7,567 12/31/2023
Axxcess Wealth Management LLC284,859$7,329 12/31/2023
     CGGO284,859$7,329 12/31/2023
Cetera Investment Advisers278,236$7,159 12/31/2023
     CGGO278,236$7,159 12/31/2023
FinDec Wealth Services Inc.265,516$6,832 12/31/2023
     CGGO265,516$6,832 12/31/2023
Peapack Gladstone Financial Corp263,920$6,791 12/31/2023
     CGGO263,920$6,791 12/31/2023
Stratos Wealth Partners LTD.233,676$6,730 03/31/2024
     CGGO233,676$6,730 03/31/2024
Jane Street Group LLC259,800$6,685 12/31/2023
     CGGO259,800$6,685 12/31/2023
NavPoint Financial Inc.232,560$5,984 12/31/2023
     CGGO232,560$5,984 12/31/2023
Souders Financial Advisors231,911$5,967 12/31/2023
     CGGO231,911$5,967 12/31/2023
Gerber Kawasaki Wealth & Investment Management216,952$5,582 12/31/2023
     CGGO216,952$5,582 12/31/2023
U.S. Capital Wealth Advisors LLC196,687$5,061 12/31/2023
     CGGO196,687$5,061 12/31/2023
Carson Advisory Inc.193,725$4,985 12/31/2023
     CGGO193,725$4,985 12/31/2023
Clarity Wealth Advisors LLC159,737$4,600 03/31/2024
     CGGO159,737$4,600 03/31/2024
Financial Management Network Inc.161,081$4,576 03/31/2024
     CGGO161,081$4,576 03/31/2024
ORBA Wealth Advisors L.L.C.175,935$4,527 12/31/2023
     CGGO175,935$4,527 12/31/2023
Natixis Advisors L.P.153,494$4,421 03/31/2024
     CGGO153,494$4,421 03/31/2024
Mutual Advisors LLC165,430$4,257 12/31/2023
     CGGO165,430$4,257 12/31/2023
Valmark Advisers Inc.154,558$3,977 12/31/2023
     CGGO154,558$3,977 12/31/2023
Confluence Wealth Services Inc.133,551$3,846 03/31/2024
     CGGO133,551$3,846 03/31/2024
Cedar Brook Financial Partners LLC131,970$3,801 03/31/2024
     CGGO131,970$3,801 03/31/2024
San Luis Wealth Advisors LLC130,963$3,772 03/31/2024
     CGGO130,963$3,772 03/31/2024
HighTower Advisors LLC140,160$3,608 12/31/2023
     CGGO140,160$3,608 12/31/2023
AA Financial Advisors LLC134,524$3,461 12/31/2023
     CGGO134,524$3,461 12/31/2023
Strategic Blueprint LLC108,902$3,136 03/31/2024
     CGGO108,902$3,136 03/31/2024
Brown Brothers Harriman & Co.117,595$3,026 12/31/2023
     CGGO117,595$3,026 12/31/2023
Threadgill Financial LLC104,563$3,011 03/31/2024
     CGGO104,563$3,011 03/31/2024
Cetera Advisors LLC111,155$2,860 12/31/2023
     CGGO111,155$2,860 12/31/2023
OneAscent Financial Services LLC98,902$2,848 03/31/2024
     CGGO98,902$2,848 03/31/2024
Smallwood Wealth Investment Management LLC97,650$2,812 03/31/2024
     CGGO97,650$2,812 03/31/2024
Assetmark Inc.101,716$2,617 12/31/2023
     CGGO101,716$2,617 12/31/2023
Paragon Advisors LLC90,426$2,604 03/31/2024
     CGGO90,426$2,604 03/31/2024
Private Advisor Group LLC94,814$2,440 12/31/2023
     CGGO94,814$2,440 12/31/2023
Renaissance Technologies LLC91,700$2,359 12/31/2023
     CGGO91,700$2,359 12/31/2023
Steward Partners Investment Advisory LLC84,864$2,184 12/31/2023
     CGGO84,864$2,184 12/31/2023
Captrust Financial Advisors83,034$2,136 12/31/2023
     CGGO83,034$2,136 12/31/2023
Leonard Rickey Investment Advisors P.L.L.C.73,932$2,129 03/31/2024
     CGGO73,932$2,129 03/31/2024
HBW Advisory Services LLC73,426$2,115 03/31/2024
     CGGO73,426$2,115 03/31/2024
Tradition Wealth Management LLC79,938$2,057 12/31/2023
     CGGO79,938$2,057 12/31/2023
DAVENPORT & Co LLC77,959$2,006 12/31/2023
     CGGO77,959$2,006 12/31/2023
Harbour Investments Inc.69,187$1,780 12/31/2023
     CGGO69,187$1,780 12/31/2023
Silverlake Wealth Management LLC59,782$1,722 03/31/2024
     CGGO59,782$1,722 03/31/2024
NBC Securities Inc.59,659$1,718 03/31/2024
     CGGO59,659$1,718 03/31/2024
Mariner LLC60,575$1,559 12/31/2023
     CGGO60,575$1,559 12/31/2023
Vestmark Advisory Solutions Inc.59,992$1,544 12/31/2023
     CGGO59,992$1,544 12/31/2023
Qube Research & Technologies Ltd55,445$1,427 12/31/2023
     CGGO55,445$1,427 12/31/2023
Criterion Capital Advisors LLC47,645$1,372 03/31/2024
     CGGO47,645$1,372 03/31/2024
Total Clarity Wealth Management Inc.47,528$1,369 03/31/2024
     CGGO47,528$1,369 03/31/2024
Armstrong Fleming & Moore Inc44,366$1,278 03/31/2024
     CGGO44,366$1,278 03/31/2024
Founders Financial Securities LLC42,631$1,228 03/31/2024
     CGGO42,631$1,228 03/31/2024
Wiley BROS. Aintree Capital LLC42,422$1,222 03/31/2024
     CGGO42,422$1,222 03/31/2024
Financial Advocates Investment Management45,990$1,183 12/31/2023
     CGGO45,990$1,183 12/31/2023
Ergawealth Advisors Inc.38,191$1,100 03/31/2024
     CGGO38,191$1,100 03/31/2024
Orion Portfolio Solutions LLC43,012$1,099 12/31/2023
     CGGO43,012$1,099 12/31/2023
PFG Advisors41,973$1,080 12/31/2023
     CGGO41,973$1,080 12/31/2023
LongView Wealth Management36,859$1,062 03/31/2024
     CGGO36,859$1,062 03/31/2024
Capital International Investors40,226$1,035 12/31/2023
     CGGO40,226$1,035 12/31/2023
Avantax Advisory Services Inc.40,088$1,031 12/31/2023
     CGGO40,088$1,031 12/31/2023
Integrated Wealth Concepts LLC39,736$1,022 12/31/2023
     CGGO39,736$1,022 12/31/2023
CWM LLC35,177$1,013 03/31/2024
     CGGO35,177$1,013 03/31/2024
Professional Financial Advisors LLC34,941$1,006 03/31/2024
     CGGO34,941$1,006 03/31/2024
Financial Perspectives Inc34,539$995 03/31/2024
     CGGO34,539$995 03/31/2024
Northwest Financial Advisors38,592$993 12/31/2023
     CGGO38,592$993 12/31/2023
Calton & Associates Inc.34,062$981 03/31/2024
     CGGO34,062$981 03/31/2024
Burford Brothers Inc.37,992$978 12/31/2023
     CGGO37,992$978 12/31/2023
Ameritas Advisory Services LLC36,986$976 12/31/2023
     CGGO36,986$976 12/31/2023
Procyon Private Wealth Partners LLC32,072$924 03/31/2024
     CGGO32,072$924 03/31/2024
Trueblood Wealth Management LLC32,085$924 03/31/2024
     CGGO32,085$924 03/31/2024
Apollon Wealth Management LLC33,361$858 12/31/2023
     CGGO33,361$858 12/31/2023
Belpointe Asset Management LLC32,057$825 12/31/2023
     CGGO32,057$825 12/31/2023
Raymond James Trust N.A.26,615$767 03/31/2024
     CGGO26,615$767 03/31/2024
Envestnet Portfolio Solutions Inc.29,782$766 12/31/2023
     CGGO29,782$766 12/31/2023
EverSource Wealth Advisors LLC28,672$738 12/31/2023
     CGGO28,672$738 12/31/2023
WCG Wealth Advisors LLC28,450$732 12/31/2023
     CGGO28,450$732 12/31/2023
Brown Miller Wealth Management LLC23,603$679 03/31/2024
     CGGO23,603$679 03/31/2024
Prospera Financial Services Inc25,848$665 12/31/2023
     CGGO25,848$665 12/31/2023
Olistico Wealth LLC22,550$649 03/31/2024
     CGGO22,550$649 03/31/2024
Moseley Investment Management Inc.22,328$643 03/31/2024
     CGGO22,328$643 03/31/2024
Principle Wealth Partners LLC22,135$637 03/31/2024
     CGGO22,135$637 03/31/2024
Creative Planning24,694$635 12/31/2023
     CGGO24,694$635 12/31/2023
Arkadios Wealth Advisors24,228$623 12/31/2023
     CGGO24,228$623 12/31/2023
Colonial River Wealth Management LLC24,115$620 12/31/2023
     CGGO24,115$620 12/31/2023
Cerity Partners LLC23,740$611 12/31/2023
     CGGO23,740$611 12/31/2023
Sigma Planning Corp23,415$602 12/31/2023
     CGGO23,415$602 12/31/2023
Sowell Financial Services LLC22,074$568 12/31/2023
     CGGO22,074$568 12/31/2023
Comerica Bank21,976$565 12/31/2023
     CGGO21,976$565 12/31/2023
Merit Financial Group LLC21,383$550 12/31/2023
     CGGO21,383$550 12/31/2023
Howard Capital Management Group LLC18,566$535 03/31/2024
     CGGO18,566$535 03/31/2024
International Assets Investment Management LLC18,423$532 03/31/2024
     CGGO18,423$532 03/31/2024
RSM US Wealth Management LLC20,664$532 12/31/2023
     CGGO20,664$532 12/31/2023
Atria Wealth Solutions Inc.20,597$531 12/31/2023
     CGGO20,597$531 12/31/2023
Principal Securities Inc.20,120$518 12/31/2023
     CGGO20,120$518 12/31/2023
Koshinski Asset Management Inc.19,350$498 12/31/2023
     CGGO19,350$498 12/31/2023
180 Wealth Advisors LLC17,216$496 03/31/2024
     CGGO17,216$496 03/31/2024
Stratos Wealth Advisors LLC16,936$488 03/31/2024
     CGGO16,936$488 03/31/2024
Catalyst Financial Partners LLC17,237$477 03/31/2024
     CGGO17,237$477 03/31/2024
Oppenheimer & Co. Inc.17,900$461 12/31/2023
     CGGO17,900$461 12/31/2023
Moloney Securities Asset Management LLC17,709$456 12/31/2023
     CGGO17,709$456 12/31/2023
Capital Planning LLC15,541$448 03/31/2024
     CGGO15,541$448 03/31/2024
Beacon Financial Advisory LLC17,389$447 12/31/2023
     CGGO17,389$447 12/31/2023
Proequities Inc.15,818$407 12/31/2023
     CGGO15,818$407 12/31/2023
Signature Wealth Management Group14,608$398 03/31/2024
     CGGO14,608$398 03/31/2024
Advance Capital Management Inc.13,636$393 03/31/2024
     CGGO13,636$393 03/31/2024
Truist Financial Corp14,647$377 12/31/2023
     CGGO14,647$377 12/31/2023
Walkner Condon Financial Advisors LLC12,500$360 03/31/2024
     CGGO12,500$360 03/31/2024
Lodestone Wealth Management LLC13,448$346 12/31/2023
     CGGO13,448$346 12/31/2023
Pensionmark Financial Group LLC12,887$332 12/31/2023
     CGGO12,887$332 12/31/2023
Ruggaard & Associates LLC11,900$306 12/31/2023
     CGGO11,900$306 12/31/2023
Woodmont Investment Counsel LLC10,525$303 03/31/2024
     CGGO10,525$303 03/31/2024
Waterloo Capital L.P.11,704$301 12/31/2023
     CGGO11,704$301 12/31/2023
Sittner & Nelson LLC11,650$300 12/31/2023
     CGGO11,650$300 12/31/2023
IFP Advisors Inc11,228$289 12/31/2023
     CGGO11,228$289 12/31/2023
Gimbal Financial11,220$289 12/31/2023
     CGGO11,220$289 12/31/2023
Tempus Wealth Planning LLC9,625$277 03/31/2024
     CGGO9,625$277 03/31/2024
Octavia Wealth Advisors LLC9,600$276 03/31/2024
     CGGO9,600$276 03/31/2024
LexAurum Advisors LLC9,362$270 03/31/2024
     CGGO9,362$270 03/31/2024
Lantz Financial LLC8,976$259 03/31/2024
     CGGO8,976$259 03/31/2024
Francis Financial Inc.8,839$255 03/31/2024
     CGGO8,839$255 03/31/2024
Bessemer Group Inc.9,750$251 12/31/2023
     CGGO9,750$251 12/31/2023
J.W. Cole Advisors Inc.9,611$247 12/31/2023
     CGGO9,611$247 12/31/2023
Focus Financial Network Inc. ADV9,455$244 12/31/2023
     CGGO9,455$244 12/31/2023
Thoroughbred Financial Services LLC9,240$237 12/31/2023
     CGGO9,240$237 12/31/2023
Rather & Kittrell Inc.8,070$232 03/31/2024
     CGGO8,070$232 03/31/2024
Jones Financial Companies Lllp8,642$222 12/31/2023
     CGGO8,642$222 12/31/2023
J Arnold Wealth Management Co8,615$222 12/31/2023
     CGGO8,615$222 12/31/2023
Mayflower Financial Advisors LLC7,632$220 03/31/2024
     CGGO7,632$220 03/31/2024
Everpar Advisors LLC7,600$219 03/31/2024
     CGGO7,600$219 03/31/2024
Cravens & Co Advisors LLC7,148$206 03/31/2024
     CGGO7,148$206 03/31/2024
Financial Security Advisor Inc.6,976$201 03/31/2024
     CGGO6,976$201 03/31/2024
Morgan Stanley5,184$133 12/31/2023
     CGGO5,184$133 12/31/2023
Advisory Services Network LLC3,711$95 12/31/2023
     CGGO3,711$95 12/31/2023
Mather Group LLC.2,794$80 03/31/2024
     CGGO2,794$80 03/31/2024
Frazier Financial Advisors LLC3,091$80 12/31/2023
     CGGO3,091$80 12/31/2023
Signature Resources Capital Management LLC2,735$79 03/31/2024
     CGGO2,735$79 03/31/2024
Larson Financial Group LLC2,910$75 12/31/2023
     CGGO2,910$75 12/31/2023
Retirement Group LLC2,597$67 12/31/2023
     CGGO2,597$67 12/31/2023
Pinnacle Bank2,000$58 03/31/2024
     CGGO2,000$58 03/31/2024
Spire Wealth Management1,952$56 03/31/2024
     CGGO1,952$56 03/31/2024
Global Retirement Partners LLC1,895$55 03/31/2024
     CGGO1,895$55 03/31/2024
Private Trust Co. NA1,747$50 03/31/2024
     CGGO1,747$50 03/31/2024
ICA Group Wealth Management LLC1,908$49 12/31/2023
     CGGO1,908$49 12/31/2023
Barclays PLC1,727$44 12/31/2023
     CGGO1,727$44 12/31/2023
Transcendent Capital Group LLC1,382$40 03/31/2024
     CGGO1,382$40 03/31/2024
JPMorgan Chase & Co.1,497$39 12/31/2023
     CGGO1,497$39 12/31/2023
Huntington National Bank1,425$37 12/31/2023
     CGGO1,425$37 12/31/2023
Signaturefd LLC1,125$29 12/31/2023
     CGGO1,125$29 12/31/2023
Ronald Blue Trust Inc.875$23 12/31/2023
     CGGO875$23 12/31/2023
Sunbelt Securities Inc.732$21 03/31/2024
     CGGO732$21 03/31/2024
AdvisorNet Financial Inc579$17 03/31/2024
     CGGO579$17 03/31/2024
Barrett & Company Inc.330$10 03/31/2024
     CGGO330$10 03/31/2024
Allworth Financial LP265$8 03/31/2024
     CGGO265$8 03/31/2024
Creative Financial Designs Inc. ADV250$6 12/31/2023
     CGGO250$6 12/31/2023
First Horizon Advisors Inc.163$5 03/31/2024
     CGGO163$5 03/31/2024
First Pacific Financial20$1 03/31/2024
     CGGO20$1 03/31/2024
Gradient Investments LLC1$0 03/31/2024
     CGGO1$0 03/31/2024
FMR LLC1$0 12/31/2023
     CGGO1$0 12/31/2023

See Summary: Institutional Holders of CGGO
See Details: Top 10 Hedge Funds Holding CGGO
Also See: CGGO Holdings Changes

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