CAPITAL GROUP GBL GROWTH EQT

Ticker: CGGO CUSIP: 14020X104 Class: ETF

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 47,974 Value ($000) $1,662 Avg Close — Range —
Q3 2025
Shares 47,068 Value ($000) $1,608 Avg Close — Range —
Q2 2025
Shares 33,582 Value ($000) $1,074 Avg Close — Range —
Q1 2025
Shares 33,659 Value ($000) $954 Avg Close — Range —
Q4 2024
Shares 30,270 Value ($000) $884 Avg Close — Range —
Q3 2024
Shares 30,024 Value ($000) $905 Avg Close — Range —
Q2 2024
Shares 29,883 Value ($000) $871 Avg Close — Range —
Q1 2024
Shares 30,515 Value ($000) $849 Avg Close — Range —
Q4 2023
Shares 28,672 Value ($000) $738 Avg Close — Range —
Q3 2023
Shares 25,104 Value ($000) $575 Avg Close — Range —
Q2 2023
Shares 10,280 Value ($000) $250 Avg Close — Range —
Q1 2023
Shares 3,851 Value ($000) $89 Avg Close — Range —
Q4 2022
Shares 1,782 Value ($000) $37 Avg Close — Range —
Q3 2022
Shares 1,576 Value ($000) $29 Avg Close — Range —