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Bartlett & Co Wealth Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Bartlett & Co 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 		$85K Hold
2,009
– – ﹤0.01% 655
2026
Q1 		$75.6K Buy
+2,009
New +$71.5K ﹤0.01% 614

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

Bartlett & Co Wealth Management's CGGO Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q2 2026 at 2,009 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Bartlett & Co Wealth Management first reported a position in CGGO in Q1 2026 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Bartlett & Co Wealth Management held 2,009 shares of Capital Group Global Growth Equity ETF worth $85K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Capital Group Global Growth Equity ETF share count unchanged in Q2 2026.
  • Capital Group Global Growth Equity ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #655 holding.
  • Bartlett & Co Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.