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

Axxcess 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
Q2 		$2.59M Sell
61,288
-5,800
-9% -$226K 0.04% 347
2026
Q1 		$2.24M Sell
67,088
-64,411
-49% -$2.29M 0.07% 181
2025
Q4 		$4.56M Buy
131,499
+2,729
+2% +$94.3K 0.08% 228
2025
Q3 		$4.4M Buy
128,770
+28,107
+28% +$921K 0.09% 174
2025
Q2 		$3.22M Sell
100,663
-43,334
-30% -$1.28M 0.08% 209
2025
Q1 		$4.08M Sell
143,997
-103,326
-42% -$3.07M 0.11% 157
2024
Q4 		$7.23M Sell
247,323
-23,231
-9% -$697K 0.17% 102
2024
Q3 		$8.16M Sell
270,554
-42,828
-14% -$1.25M 0.2% 89
2024
Q2 		$9.23M Buy
313,382
+65,093
+26% +$1.88M 0.24% 74
2024
Q1 		$7.15M Sell
248,289
-36,570
-13% -$995K 0.2% 94
2023
Q4 		$7.33M Sell
284,859
-22,330
-7% -$536K 0.21% 95
2023
Q3 		$7.04M Sell
307,189
-10,529
-3% -$252K 0.24% 83
2023
Q2 		$7.72M Sell
317,718
-35,115
-10% -$827K 0.56% 37
2023
Q1 		$8.14M Sell
352,833
-11,936
-3% -$267K 0.62% 30
2022
Q4 		$7.66M Sell
364,769
-2,196
-0.6% -$44.9K 0.63% 30
2022
Q3 		$6.86M Buy
366,965
+21,800
+6% +$453K 0.65% 26
2022
Q2 		$6.93M Buy
345,165
+333,575
+2,878% +$7.22M 0.64% 27
2022
Q1 		$282K Buy
+11,590
New +$276K 0.02% 488

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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

Axxcess Wealth Management's CGGO Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 8.6% in Q2 2026, selling an estimated $226K and leaving 61,288 shares worth $2.59M. The position accounts for 0.04% of the portfolio, ranked #347.

Axxcess Wealth Management first reported a position in CGGO in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.23M in Q2 2024. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Axxcess Wealth Management held 61,288 shares of Capital Group Global Growth Equity ETF worth $2.59M as of Q2 2026.
  • Axxcess Wealth Management sold 5,800 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $226K.
  • Capital Group Global Growth Equity ETF made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #347 holding.
  • Axxcess Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Capital Group Global Growth Equity ETF position peaked at $9.23M in Q2 2024.
  • 453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.