BFS
CGGO icon

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

Beacon Financial Strategies’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 		$77K Buy
+1,820
New +$70.9K 0.04% 77

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 Strategies's CGGO Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in Capital Group Global Growth Equity ETF (CGGO) in Q2 2026: 1,820 shares worth $77K. The stake represents 0.04% of the portfolio and ranks #77 among its holdings.

453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Beacon Financial Strategies held 1,820 shares of Capital Group Global Growth Equity ETF worth $77K as of Q2 2026.
  • Capital Group Global Growth Equity ETF was a new Beacon Financial Strategies position in Q2 2026.
  • Capital Group Global Growth Equity ETF made up 0.04% of Beacon Financial Strategies's portfolio in Q2 2026, its #77 holding.
  • 453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.