Superior Planning, LLC’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Superior Planning, LLC’s Portfolio CGGO Stock Details CGGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$63K	Buy	+1,583	New	+$63.6K	0.03%	316

Other funds holding CGGO

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Superior Planning, LLC's CGGO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group Global Growth Equity ETF (CGGO) in Q3 2026: 1,583 shares worth $63K. The stake represents 0.03% of the portfolio and ranks #316 among its holdings.

342 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

Superior Planning, LLC held 1,583 shares of Capital Group Global Growth Equity ETF worth $63K as of Q3 2026.
Capital Group Global Growth Equity ETF was a new Superior Planning, LLC position in Q3 2026.
Capital Group Global Growth Equity ETF made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #316 holding.
342 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.