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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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.

61 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.
  • 61 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.