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

Bleakley 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
Q2 		$25.7M Buy
606,746
+72,669
+14% +$2.83M 0.33% 62
2026
Q1 		$17.8M Buy
534,077
+36,929
+7% +$1.31M 0.28% 66
2025
Q4 		$17.2M Buy
497,148
+36,497
+8% +$1.26M 0.3% 60
2025
Q3 		$15.7M Buy
460,651
+3,566
+0.8% +$117K 0.37% 51
2025
Q2 		$14.6M Buy
457,085
+11,203
+3% +$331K 0.37% 54
2025
Q1 		$12.6M Buy
445,882
+68,435
+18% +$2.03M 0.41% 48
2024
Q4 		$11M Sell
377,447
-6,087
-2% -$183K 0.33% 51
2024
Q3 		$11.6M Buy
383,534
+2,399
+0.6% +$70.3K 0.35% 46
2024
Q2 		$11.2M Sell
381,135
-40,342
-10% -$1.17M 0.32% 59
2024
Q1 		$12.1M Sell
421,477
-9,252
-2% -$252K 0.35% 55
2023
Q4 		$11.1M Buy
430,729
+37,238
+9% +$894K 0.35% 54
2023
Q3 		$9.02M Sell
393,491
-605
-0.2% -$14.5K 0.32% 63
2023
Q2 		$9.57M Buy
394,096
+24,900
+7% +$586K 0.3% 63
2023
Q1 		$8.51M Sell
369,196
-7,924
-2% -$177K 0.28% 69
2022
Q4 		$7.92M Buy
+377,120
New +$7.71M 0.28% 68

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

Bleakley Financial Group's CGGO Position: Q2 2026 in Review

Bleakley Financial Group increased its Capital Group Global Growth Equity ETF (CGGO) stake by 14% in Q2 2026, buying an estimated $2.83M and bringing the position to 606,746 shares worth $25.7M. The position accounts for 0.33% of the portfolio, ranked #62.

Bleakley Financial Group first reported a position in CGGO in Q4 2022 and has held it in 15 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Bleakley Financial Group held 606,746 shares of Capital Group Global Growth Equity ETF worth $25.7M as of Q2 2026.
  • Bleakley Financial Group bought 72,669 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $2.83M.
  • Capital Group Global Growth Equity ETF made up 0.33% of Bleakley Financial Group's portfolio in Q2 2026, its #62 holding.
  • Bleakley Financial Group first reported a position in Capital Group Global Growth Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

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