Calton & Associates’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Calton & Associates’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	$1.98M	Buy	46,872 +3,303	+8%	+$129K	0.29%	78
2026 Q1	$1.45M	Buy	43,569 +379	+0.9%	+$13.5K	0.21%	99
2025 Q4	$1.5M	Buy	+43,190	New	+$1.49M	0.22%	90
2025 Q3	–	Sell	-41,661	Closed	-$1.33M	–	429
2025 Q2	$1.33M	Sell	41,661 -284	-0.7%	-$8.38K	0.23%	83
2025 Q1	$1.19M	Buy	41,945 +3,560	+9%	+$106K	0.27%	75
2024 Q4	$1.12M	Buy	38,385 +615	+2%	+$18.4K	0.5%	45
2024 Q3	$1.14M	Sell	37,770 -640	-2%	-$18.7K	0.44%	55
2024 Q2	$1.13M	Buy	38,410 +4,348	+13%	+$126K	0.57%	41
2024 Q1	$981K	Sell	34,062 -792	-2%	-$21.6K	0.48%	51
2023 Q4	$897K	Buy	+34,854	New	+$837K	0.36%	65
2023 Q3	–	Sell	-34,043	Closed	-$827K	–	129
2023 Q2	$827K	Sell	34,043 -50	-0.1%	-$1.18K	0.39%	69
2023 Q1	$786K	Buy	34,093 +300	+0.9%	+$6.7K	0.36%	67
2022 Q4	$710K	Buy	+33,793	New	+$691K	0.27%	87

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

Calton & Associates's CGGO Position: Q2 2026 in Review

Calton & Associates increased its Capital Group Global Growth Equity ETF (CGGO) stake by 7.6% in Q2 2026, buying an estimated $129K and bringing the position to 46,872 shares worth $1.98M. The position accounts for 0.29% of the portfolio, ranked #78.

Calton & Associates first reported a position in CGGO in Q4 2022 and has held it in 13 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Calton & Associates held 46,872 shares of Capital Group Global Growth Equity ETF worth $1.98M as of Q2 2026.
Calton & Associates bought 3,303 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $129K.
Capital Group Global Growth Equity ETF made up 0.29% of Calton & Associates's portfolio in Q2 2026, its #78 holding.
Calton & Associates first reported a position in Capital Group Global Growth Equity ETF in Q4 2022 and has held it in 13 quarters since.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.