Arkadios Wealth Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Arkadios Wealth Advisors’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	$3.35M	Buy	79,036 +3,808	+5%	+$148K	0.05%	370
2026 Q1	$2.51M	Buy	75,228 +1,869	+3%	+$66.5K	0.04%	432
2025 Q4	$2.54M	Buy	73,359 +39,046	+114%	+$1.35M	0.05%	379
2025 Q3	$1.17M	Sell	34,313 -1,433	-4%	-$47K	0.03%	580
2025 Q2	$1.14M	Buy	35,746 +2,685	+8%	+$79.2K	0.03%	523
2025 Q1	$937K	Hold	33,061	–	–	0.04%	481
2024 Q4	$966K	Buy	33,061 +294	+0.9%	+$8.82K	0.05%	344
2024 Q3	$988K	Buy	32,767 +172	+0.5%	+$5.04K	0.06%	328
2024 Q2	$960K	Buy	32,595 +8,367	+35%	+$242K	0.06%	291
2024 Q1	$698K	Hold	24,228	–	–	0.05%	311
2023 Q4	$623K	Buy	+24,228	New	+$582K	0.05%	318

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

Arkadios Wealth Advisors's CGGO Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 5.1% in Q2 2026, buying an estimated $148K and bringing the position to 79,036 shares worth $3.35M. The position accounts for 0.05% of the portfolio, ranked #370.

Arkadios Wealth Advisors first reported a position in CGGO in Q4 2023 and has held it in 11 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Arkadios Wealth Advisors held 79,036 shares of Capital Group Global Growth Equity ETF worth $3.35M as of Q2 2026.
Arkadios Wealth Advisors bought 3,808 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $148K.
Capital Group Global Growth Equity ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #370 holding.
Arkadios Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q4 2023 and has held it in 11 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.