Balboa Wealth Partners’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Balboa Wealth Partners’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	$761K	Buy	17,968 +2,659	+17%	+$104K	0.1%	164
2026 Q1	$511K	Buy	15,309 +600	+4%	+$21.4K	0.09%	195
2025 Q4	$510K	Buy	14,709 +2,185	+17%	+$75.5K	0.08%	192
2025 Q3	$428K	Buy	12,524 +2,187	+21%	+$71.7K	0.07%	209
2025 Q2	$330K	Buy	+10,337	New	+$305K	0.07%	231
2024 Q3	–	Sell	-7,743	Closed	-$228K	–	342
2024 Q2	$228K	Buy	+7,743	New	+$224K	0.06%	231

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Balboa Wealth Partners's CGGO Position: Q2 2026 in Review

Balboa Wealth Partners increased its Capital Group Global Growth Equity ETF (CGGO) stake by 17% in Q2 2026, buying an estimated $104K and bringing the position to 17,968 shares worth $761K. The position accounts for 0.1% of the portfolio, ranked #164.

Balboa Wealth Partners first reported a position in CGGO in Q2 2024 and has held it in 6 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Balboa Wealth Partners held 17,968 shares of Capital Group Global Growth Equity ETF worth $761K as of Q2 2026.
Balboa Wealth Partners bought 2,659 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $104K.
Capital Group Global Growth Equity ETF made up 0.1% of Balboa Wealth Partners's portfolio in Q2 2026, its #164 holding.
Balboa Wealth Partners first reported a position in Capital Group Global Growth Equity ETF in Q2 2024 and has held it in 6 quarters since.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.