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Beacon Financial Advisory’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Beacon Financial Advisory’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 		$3.19M Buy
75,395
+13,445
+22% +$523K 0.63% 27
2026
Q1 		$2.07M Buy
61,950
+911
+1% +$32.4K 0.47% 41
2025
Q4 		$2.12M Buy
61,039
+6,484
+12% +$224K 0.49% 40
2025
Q3 		$1.86M Buy
54,555
+2,357
+5% +$77.3K 0.43% 46
2025
Q2 		$1.67M Buy
52,198
+7,307
+16% +$216K 0.43% 48
2025
Q1 		$1.27M Buy
44,891
+14,474
+48% +$430K 0.39% 59
2024
Q4 		$889K Buy
30,417
+3,853
+15% +$116K 0.29% 96
2024
Q3 		$801K Buy
26,564
+2,829
+12% +$82.9K 0.27% 103
2024
Q2 		$699K Buy
23,735
+6,530
+38% +$189K 0.26% 113
2024
Q1 		$496K Sell
17,205
-184
-1% -$5.01K 0.24% 121
2023
Q4 		$447K Sell
17,389
-138
-0.8% -$3.31K 0.22% 133
2023
Q3 		$402K Buy
17,527
+991
+6% +$23.8K 0.22% 137
2023
Q2 		$402K Buy
16,536
+2,410
+17% +$56.8K 0.23% 136
2023
Q1 		$326K Buy
14,126
+4,515
+47% +$101K 0.21% 142
2022
Q4 		$202K Buy
+9,611
New +$196K 0.14% 180

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

Beacon Financial Advisory's CGGO Position: Q2 2026 in Review

Beacon Financial Advisory increased its Capital Group Global Growth Equity ETF (CGGO) stake by 22% in Q2 2026, buying an estimated $523K and bringing the position to 75,395 shares worth $3.19M. The position accounts for 0.63% of the portfolio, ranked #27.

Beacon Financial Advisory first reported a position in CGGO in Q4 2022 and has held it in 15 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Beacon Financial Advisory held 75,395 shares of Capital Group Global Growth Equity ETF worth $3.19M as of Q2 2026.
  • Beacon Financial Advisory bought 13,445 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $523K.
  • Capital Group Global Growth Equity ETF made up 0.63% of Beacon Financial Advisory's portfolio in Q2 2026, its #27 holding.
  • Beacon Financial Advisory first reported a position in Capital Group Global Growth Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.