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

AssetMark Inc’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	$55.2M	Buy	1,386,871 +264,611	+24%	+$10.6M	0.09%	177
2026 Q2	$47.5M	Buy	1,122,260 +201,639	+22%	+$7.85M	0.08%	192
2026 Q1	$30.7M	Buy	920,621 +153,756	+20%	+$5.47M	0.06%	240
2025 Q4	$26.6M	Buy	766,865 +193,272	+34%	+$6.68M	0.05%	271
2025 Q3	$19.6M	Buy	573,593 +301,488	+111%	+$9.9M	0.04%	309
2025 Q2	$8.7M	Buy	272,105 +32,908	+14%	+$971K	0.02%	453
2025 Q1	$6.78M	Buy	239,197 +21,324	+10%	+$634K	0.02%	436
2024 Q4	$6.37M	Buy	217,873 +8,133	+4%	+$244K	0.02%	451
2024 Q3	$6.32M	Buy	209,740 +114,106	+119%	+$3.34M	0.02%	414
2024 Q2	$2.82M	Buy	95,634 +793	+0.8%	+$22.9K	0.01%	535
2024 Q1	$2.73M	Sell	94,841 -6,875	-7%	-$187K	0.01%	519
2023 Q4	$2.62M	Buy	101,716 +9,250	+10%	+$222K	0.01%	487
2023 Q3	$2.12M	Buy	92,466 +92,465	+9,246,500%	+$2.22M	0.01%	492
2023 Q2	$28	Buy	+1	New	+$24	﹤0.01%	1550

Other funds holding CGGO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

AssetMark Inc's CGGO Position: Q3 2026 in Review

AssetMark Inc increased its Capital Group Global Growth Equity ETF (CGGO) stake by 24% in Q3 2026, buying an estimated $10.6M and bringing the position to 1,386,871 shares worth $55.2M. The position accounts for 0.09% of the portfolio, ranked #177.

AssetMark Inc first reported a position in CGGO in Q2 2023 and has held it in 14 quarters since. 182 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

AssetMark Inc held 1,386,871 shares of Capital Group Global Growth Equity ETF worth $55.2M as of Q3 2026.
AssetMark Inc bought 264,611 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $10.6M.
Capital Group Global Growth Equity ETF made up 0.09% of AssetMark Inc's portfolio in Q3 2026, its #177 holding.
AssetMark Inc first reported a position in Capital Group Global Growth Equity ETF in Q2 2023 and has held it in 14 quarters since.
182 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.