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Ascent Group’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Ascent Group’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
Q1 		$288K Sell
8,639
-148
-2% -$5.27K 0.01% 633
2025
Q4 		$304K Buy
8,787
+144
+2% +$4.97K 0.01% 606
2025
Q3 		$295K Buy
+8,643
New +$283K 0.01% 604

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ascent Group's CGGO Position: Q1 2026 in Review

Ascent Group reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 1.7% in Q1 2026, selling an estimated $5.27K and leaving 8,639 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #633.

Ascent Group first reported a position in CGGO in Q3 2025 and has held it in 3 quarters since. The position peaked at $304K in Q4 2025. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

  • Ascent Group held 8,639 shares of Capital Group Global Growth Equity ETF worth $288K as of Q1 2026.
  • Ascent Group sold 148 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $5.27K.
  • Capital Group Global Growth Equity ETF made up 0.01% of Ascent Group's portfolio in Q1 2026, its #633 holding.
  • Ascent Group first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Ascent Group's Capital Group Global Growth Equity ETF position peaked at $304K in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.