Belpointe Asset Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Belpointe Asset 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	$11.7M	Buy	277,104 +240,240	+652%	+$9.35M	0.38%	48
2026 Q1	$1.23M	Buy	36,864 +3,090	+9%	+$110K	0.04%	380
2025 Q4	$1.17M	Buy	33,774 +44	+0.1%	+$1.52K	0.04%	365
2025 Q3	$1.15M	Buy	33,730 +1,118	+3%	+$36.6K	0.04%	362
2025 Q2	$1.04M	Hold	32,612	–	–	0.04%	345
2025 Q1	$924K	Buy	32,612 +366	+1%	+$10.9K	0.05%	353
2024 Q4	$963K	Sell	32,246 -350	-1%	-$10.5K	0.06%	324
2024 Q3	$983K	Buy	32,596 +350	+1%	+$10.3K	0.06%	319
2024 Q2	$949K	Buy	32,246 +462	+1%	+$13.4K	0.07%	286
2024 Q1	$915K	Sell	31,784 -273	-0.9%	-$7.43K	0.07%	293
2023 Q4	$825K	Buy	32,057 +182	+0.6%	+$4.37K	0.07%	253
2023 Q3	$731K	Hold	31,875	–	–	0.08%	257
2023 Q2	$774K	Sell	31,875 -36,239	-53%	-$853K	0.08%	231
2023 Q1	$1.57M	Buy	68,114 +7,007	+11%	+$156K	0.08%	248
2022 Q4	$1.28M	Buy	61,107 +35,390	+138%	+$723K	0.08%	261
2022 Q3	$481K	Sell	25,717 -7,793	-23%	-$162K	0.03%	520
2022 Q2	$673K	Buy	+33,510	New	+$725K	0.05%	395

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

Belpointe Asset Management's CGGO Position: Q2 2026 in Review

Belpointe Asset Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 652% in Q2 2026, buying an estimated $9.35M and bringing the position to 277,104 shares worth $11.7M. The position accounts for 0.38% of the portfolio, ranked #48.

Belpointe Asset Management first reported a position in CGGO in Q2 2022 and has held it in 17 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Belpointe Asset Management held 277,104 shares of Capital Group Global Growth Equity ETF worth $11.7M as of Q2 2026.
Belpointe Asset Management bought 240,240 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $9.35M.
Capital Group Global Growth Equity ETF made up 0.38% of Belpointe Asset Management's portfolio in Q2 2026, its #48 holding.
Belpointe Asset Management first reported a position in Capital Group Global Growth Equity ETF in Q2 2022 and has held it in 17 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.