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

BridgePort Financial Solutions’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	$1.11M	Sell	26,274 -273	-1%	-$10.6K	0.28%	75
2026 Q1	$886K	Buy	26,547 +255	+1%	+$9.08K	0.25%	79
2025 Q4	$911K	Buy	26,292 +544	+2%	+$18.8K	0.24%	79
2025 Q3	$880K	Buy	25,748 +592	+2%	+$19.4K	0.24%	85
2025 Q2	$804K	Buy	25,156 +1,633	+7%	+$48.2K	0.27%	75
2025 Q1	$666K	Buy	23,523 +1,867	+9%	+$55.5K	0.3%	74
2024 Q4	$637K	Buy	+21,656	New	+$649K	0.29%	76

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

BridgePort Financial Solutions's CGGO Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 1% in Q2 2026, selling an estimated $10.6K and leaving 26,274 shares worth $1.11M. The position accounts for 0.28% of the portfolio, ranked #75.

BridgePort Financial Solutions first reported a position in CGGO in Q4 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

BridgePort Financial Solutions held 26,274 shares of Capital Group Global Growth Equity ETF worth $1.11M as of Q2 2026.
BridgePort Financial Solutions sold 273 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $10.6K.
Capital Group Global Growth Equity ETF made up 0.28% of BridgePort Financial Solutions's portfolio in Q2 2026, its #75 holding.
BridgePort Financial Solutions first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 7 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.