AWM
CGGO icon

Avaii Wealth Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Avaii Wealth Management’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 		$214K Hold
5,351
– – 0.06% 167
2026
Q2 		$227K Buy
+5,351
New +$208K 0.07% 161

Other funds holding CGGO

WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Avaii Wealth Management's CGGO Position: Q3 2026 in Review

Avaii Wealth Management held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q3 2026 at 5,351 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #167.

Avaii Wealth Management first reported a position in CGGO in Q2 2026 and has held it in 2 quarters since. The position peaked at $227K in Q2 2026. 23 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

  • Avaii Wealth Management held 5,351 shares of Capital Group Global Growth Equity ETF worth $214K as of Q3 2026.
  • Avaii Wealth Management left its Capital Group Global Growth Equity ETF share count unchanged in Q3 2026.
  • Capital Group Global Growth Equity ETF made up 0.06% of Avaii Wealth Management's portfolio in Q3 2026, its #167 holding.
  • Avaii Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • Avaii Wealth Management's Capital Group Global Growth Equity ETF position peaked at $227K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.