Cape Investment Advisory’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Cape Investment Advisory’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	$41.7K	Buy	+986	New	+$38.4K	0.01%	544

Other funds holding CGGO

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $225M AUM

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Cape Investment Advisory's CGGO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Capital Group Global Growth Equity ETF (CGGO) in Q2 2026: 986 shares worth $41.7K. The stake represents 0.01% of the portfolio and ranks #544 among its holdings.

137 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Cape Investment Advisory held 986 shares of Capital Group Global Growth Equity ETF worth $41.7K as of Q2 2026.
Capital Group Global Growth Equity ETF was a new Cape Investment Advisory position in Q2 2026.
Capital Group Global Growth Equity ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #544 holding.
137 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.