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

Berger Financial Group’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 Q1	$248K	Hold	7,429	–	–	0.01%	401
2025 Q4	$257K	Buy	7,429 +136	+2%	+$4.7K	0.01%	407
2025 Q3	$249K	Sell	7,293 -361	-5%	-$11.8K	0.01%	388
2025 Q2	$245K	Buy	7,654 +352	+5%	+$10.4K	0.02%	372
2025 Q1	$207K	Buy	+7,302	New	+$217K	0.01%	406

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Berger Financial Group's CGGO Position: Q1 2026 in Review

Berger Financial Group held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q1 2026 at 7,429 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #401.

Berger Financial Group first reported a position in CGGO in Q1 2025 and has held it in 5 quarters since. The position peaked at $257K in Q4 2025. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

Berger Financial Group held 7,429 shares of Capital Group Global Growth Equity ETF worth $248K as of Q1 2026.
Berger Financial Group left its Capital Group Global Growth Equity ETF share count unchanged in Q1 2026.
Capital Group Global Growth Equity ETF made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #401 holding.
Berger Financial Group first reported a position in Capital Group Global Growth Equity ETF in Q1 2025 and has held it in 5 quarters since.
Berger Financial Group's Capital Group Global Growth Equity ETF position peaked at $257K in Q4 2025.
414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.