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 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%	+$9.88M	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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AssetMark Inc's CGGO Position: Q2 2026 in Review

AssetMark Inc increased its Capital Group Global Growth Equity ETF (CGGO) stake by 22% in Q2 2026, buying an estimated $7.85M and bringing the position to 1,122,260 shares worth $47.5M. The position accounts for 0.08% of the portfolio, ranked #192.

AssetMark Inc first reported a position in CGGO in Q2 2023 and has held it in 13 quarters since. 204 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

AssetMark Inc held 1,122,260 shares of Capital Group Global Growth Equity ETF worth $47.5M as of Q2 2026.
AssetMark Inc bought 201,639 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $7.85M.
Capital Group Global Growth Equity ETF made up 0.08% of AssetMark Inc's portfolio in Q2 2026, its #192 holding.
AssetMark Inc first reported a position in Capital Group Global Growth Equity ETF in Q2 2023 and has held it in 13 quarters since.
204 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.