Ever Source Wealth Advisors, LLC Capital Group Global Growth Eq Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 33,659 shares of CGGO stock, worth $1.03 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

33,659

Previous 30,270 11.2%

Holding current value

$1.03 Million

Previous $884,000 7.81%

% of portfolio

0.06%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$28.33 - $30.84 $96,010 - $104,516	3,389 Added 11.2%	33,659 $953,000
Q4 2024 Feb 07, 2025	BUY	$29.21 - $30.67 $7,185 - $7,544	246 Added 0.82%	30,270 $884,000
Q3 2024 Nov 08, 2024	BUY	$27.25 - $30.52 $3,842 - $4,303	141 Added 0.47%	30,024 $905,000
Q2 2024 Aug 13, 2024	SELL	$27.26 - $30.04 $17,228 - $18,985	-632 Reduced 2.07%	29,883 $879,000
Q1 2024 Jun 11, 2024	BUY	$25.15 - $28.93 $46,351 - $53,317	1,843 Added 6.43%	30,515 $878,000
Q4 2023 Feb 09, 2024	BUY	$22.13 - $25.85 $78,959 - $92,232	3,568 Added 14.21%	28,672 $737,000
Q3 2023 Nov 03, 2023	BUY	$22.72 - $24.86 $336,801 - $368,524	14,824 Added 144.2%	25,104 $575,000
Q2 2023 Aug 04, 2023	BUY	$22.96 - $24.47 $147,609 - $157,317	6,429 Added 166.94%	10,280 $249,000
Q1 2023 May 11, 2023	BUY	$21.09 - $23.13 $43,635 - $47,855	2,069 Added 116.11%	3,851 $88,000
Q4 2022 Feb 09, 2023	BUY	$18.69 - $22.11 $3,850 - $4,554	206 Added 13.07%	1,782 $37,000
Q3 2022 Nov 07, 2022	BUY	$18.7 - $22.43 $29,471 - $35,349	1,576 New	1,576 $29,000

Others Institutions Holding CGGO

# of Institutions

323

Shares Held

146M

Call Options Held

Put Options Held

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About CAPITAL GROUP GLOBAL GROWTH EQ

Ticker CGGO
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Ever Source Wealth Advisors, LLC Capital Group Global Growth Eq Transaction History