Asset Dedication LLC’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Asset Dedication 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 Q2	$11.2K	Buy	266 +91	+52%	+$3.54K	﹤0.01%	767
2026 Q1	$5.84K	Hold	175	–	–	﹤0.01%	839
2025 Q4	$6.06K	Hold	175	–	–	﹤0.01%	858
2025 Q3	$5.98K	Hold	175	–	–	﹤0.01%	886
2025 Q2	$5.59K	Buy	+175	New	+$5.16K	﹤0.01%	907

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

Asset Dedication LLC's CGGO Position: Q2 2026 in Review

Asset Dedication LLC increased its Capital Group Global Growth Equity ETF (CGGO) stake by 52% in Q2 2026, buying an estimated $3.54K and bringing the position to 266 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Asset Dedication LLC first reported a position in CGGO in Q2 2025 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Asset Dedication LLC held 266 shares of Capital Group Global Growth Equity ETF worth $11.2K as of Q2 2026.
Asset Dedication LLC bought 91 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $3.54K.
Capital Group Global Growth Equity ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #767 holding.
Asset Dedication LLC first reported a position in Capital Group Global Growth Equity ETF in Q2 2025 and has held it in 5 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.