Capital Analysts LLC’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Capital Analysts LLC’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	$12.6M	Buy	298,241 +37,152	+14%	+$1.45M	0.29%	80
2026 Q1	$8.71M	Buy	261,089 +24,072	+10%	+$857K	0.23%	99
2025 Q4	$8.21M	Buy	237,017 +25,101	+12%	+$867K	0.23%	98
2025 Q3	$7.24M	Buy	211,916 +194,050	+1,086%	+$6.36M	0.21%	98
2025 Q2	$571K	Buy	17,866 +348	+2%	+$10.3K	0.02%	369
2025 Q1	$496K	Buy	+17,518	New	+$521K	0.02%	366
2023 Q3	–	Sell	-960	Closed	-$23K	–	1172
2023 Q2	$23K	Hold	960	–	–	﹤0.01%	701
2023 Q1	$22K	Hold	960	–	–	﹤0.01%	716
2022 Q4	$20K	Buy	960 +17	+2%	+$347	﹤0.01%	759
2022 Q3	$18K	Buy	943 +218	+30%	+$4.53K	﹤0.01%	730
2022 Q2	$15K	Buy	+725	New	+$15.7K	﹤0.01%	741

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

Capital Analysts LLC's CGGO Position: Q2 2026 in Review

Capital Analysts LLC increased its Capital Group Global Growth Equity ETF (CGGO) stake by 14% in Q2 2026, buying an estimated $1.45M and bringing the position to 298,241 shares worth $12.6M. The position accounts for 0.29% of the portfolio, ranked #80.

Capital Analysts LLC first reported a position in CGGO in Q2 2022 and has held it in 11 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Capital Analysts LLC held 298,241 shares of Capital Group Global Growth Equity ETF worth $12.6M as of Q2 2026.
Capital Analysts LLC bought 37,152 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $1.45M.
Capital Group Global Growth Equity ETF made up 0.29% of Capital Analysts LLC's portfolio in Q2 2026, its #80 holding.
Capital Analysts LLC first reported a position in Capital Group Global Growth Equity ETF in Q2 2022 and has held it in 11 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.