Callan Family Office’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Callan Family Office’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	$240K	Buy	+5,677	New	+$221K	﹤0.01%	1075
2026 Q1	–	Sell	-7,824	Closed	-$271K	–	1142
2025 Q4	$271K	Buy	+7,824	New	+$270K	0.01%	956

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

Callan Family Office's CGGO Position: Q2 2026 in Review

Callan Family Office opened a new position in Capital Group Global Growth Equity ETF (CGGO) in Q2 2026: 5,677 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1075 among its holdings. This is a return to the name: Callan Family Office previously reported a position in CGGO as recently as Q4 2025.

Callan Family Office first reported a position in CGGO in Q4 2025 and has held it in 2 quarters since. The position peaked at $271K in Q4 2025. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Callan Family Office held 5,677 shares of Capital Group Global Growth Equity ETF worth $240K as of Q2 2026.
Capital Group Global Growth Equity ETF was a new Callan Family Office position in Q2 2026.
Capital Group Global Growth Equity ETF made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1075 holding.
Callan Family Office first reported a position in Capital Group Global Growth Equity ETF in Q4 2025 and has held it in 2 quarters since.
Callan Family Office's Capital Group Global Growth Equity ETF position peaked at $271K in Q4 2025.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.