Barrett & Company’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Barrett & Company’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	$405K	Buy	9,573 +596	+7%	+$23.2K	0.11%	107
2026 Q1	$300K	Hold	8,977	–	–	0.1%	117
2025 Q4	$311K	Buy	8,977 +10	+0.1%	+$345	0.1%	107
2025 Q3	$306K	Buy	8,967 +758	+9%	+$24.8K	0.11%	112
2025 Q2	$262K	Hold	8,209	–	–	0.1%	127
2025 Q1	$233K	Hold	8,209	–	–	0.1%	126
2024 Q4	$240K	Buy	8,209 +5,754	+234%	+$173K	0.1%	125
2024 Q3	$74K	Buy	2,455 +2,125	+644%	+$62.2K	0.03%	226
2024 Q2	$9.71K	Hold	330	–	–	﹤0.01%	430
2024 Q1	$9.5K	Hold	330	–	–	﹤0.01%	433
2023 Q4	$8.49K	Hold	330	–	–	﹤0.01%	426
2023 Q3	$7.56K	Buy	+330	New	+$7.91K	﹤0.01%	443

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

Barrett & Company's CGGO Position: Q2 2026 in Review

Barrett & Company increased its Capital Group Global Growth Equity ETF (CGGO) stake by 6.6% in Q2 2026, buying an estimated $23.2K and bringing the position to 9,573 shares worth $405K. The position accounts for 0.11% of the portfolio, ranked #107.

Barrett & Company first reported a position in CGGO in Q3 2023 and has held it in 12 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Barrett & Company held 9,573 shares of Capital Group Global Growth Equity ETF worth $405K as of Q2 2026.
Barrett & Company bought 596 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $23.2K.
Capital Group Global Growth Equity ETF made up 0.11% of Barrett & Company's portfolio in Q2 2026, its #107 holding.
Barrett & Company first reported a position in Capital Group Global Growth Equity ETF in Q3 2023 and has held it in 12 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.