A&I Financial Services’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

A&I Financial Services’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 Q2	$4.39M	Buy	103,762 +10,329	+11%	+$402K	1.91%	12
2026 Q1	$3.12M	Buy	93,433 +4,759	+5%	+$169K	1.48%	14
2025 Q4	$3.07M	Buy	88,674 +4,965	+6%	+$172K	1.46%	15
2025 Q3	$2.88M	Buy	83,709 +11,492	+16%	+$377K	1.41%	15
2025 Q2	$2.31M	Buy	72,217 +2,695	+4%	+$79.5K	1.3%	14
2025 Q1	$1.97M	Buy	69,522 +22,588	+48%	+$671K	1.33%	15
2024 Q4	$1.37M	Buy	+46,934	New	+$1.41M	1.34%	13

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

A&I Financial Services's CGGO Position: Q2 2026 in Review

A&I Financial Services increased its Capital Group Global Growth Equity ETF (CGGO) stake by 11% in Q2 2026, buying an estimated $402K and bringing the position to 103,762 shares worth $4.39M. The position accounts for 1.91% of the portfolio, ranked #12.

A&I Financial Services first reported a position in CGGO in Q4 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

A&I Financial Services held 103,762 shares of Capital Group Global Growth Equity ETF worth $4.39M as of Q2 2026.
A&I Financial Services bought 10,329 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $402K.
Capital Group Global Growth Equity ETF made up 1.91% of A&I Financial Services's portfolio in Q2 2026, its #12 holding.
A&I Financial Services first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 7 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.