Axxcess Wealth Management
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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
Q3 		– Sell
-61,288
Closed -$2.59M – 1025
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

Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Forge Financial Services
Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Axxcess Wealth Management sold out of Capital Group Global Growth Equity ETF (CGGO) in Q3 2026, closing a stake of 61,288 shares — an estimated $2.59M sold.

Axxcess Wealth Management first reported a position in CGGO in Q1 2022 and held it in 18 quarters. The position peaked at $9.23M in Q2 2024. 409 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Capital Group Global Growth Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 61,288 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $2.59M.
  • Axxcess Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q1 2022 and held it in 18 quarters.
  • Axxcess Wealth Management's Capital Group Global Growth Equity ETF position peaked at $9.23M in Q2 2024.
  • 409 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.