BHFP
CGGO icon

Blom & Howell Financial Planning’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Blom & Howell Financial Planning’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 		$8.55M Buy
202,039
+15,103
+8% +$588K 7.12% 5
2026
Q1 		$6.24M Buy
186,936
+33,903
+22% +$1.21M 6.12% 6
2025
Q4 		$5.3M Buy
+153,033
New +$5.29M 5.27% 7

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

Blom & Howell Financial Planning's CGGO Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its Capital Group Global Growth Equity ETF (CGGO) stake by 8.1% in Q2 2026, buying an estimated $588K and bringing the position to 202,039 shares worth $8.55M. The position accounts for 7.12% of the portfolio, ranked #5.

Blom & Howell Financial Planning first reported a position in CGGO in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Blom & Howell Financial Planning held 202,039 shares of Capital Group Global Growth Equity ETF worth $8.55M as of Q2 2026.
  • Blom & Howell Financial Planning bought 15,103 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $588K.
  • Capital Group Global Growth Equity ETF made up 7.12% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #5 holding.
  • Blom & Howell Financial Planning first reported a position in Capital Group Global Growth Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.