CIM
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Capital Investment Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Capital Investment Management’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 		$1.37M Buy
32,279
+448
+1% +$17.4K 0.42% 49
2026
Q1 		$1.06M Buy
31,831
+3,840
+14% +$137K 0.36% 57
2025
Q4 		$970K Buy
+27,991
New +$967K 0.34% 58

Other funds holding CGGO

AFA
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Capital Investment Management's CGGO Position: Q2 2026 in Review

Capital Investment Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 1.4% in Q2 2026, buying an estimated $17.4K and bringing the position to 32,279 shares worth $1.37M. The position accounts for 0.42% of the portfolio, ranked #49.

Capital Investment Management first reported a position in CGGO in Q4 2025 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Capital Investment Management held 32,279 shares of Capital Group Global Growth Equity ETF worth $1.37M as of Q2 2026.
  • Capital Investment Management bought 448 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $17.4K.
  • Capital Group Global Growth Equity ETF made up 0.42% of Capital Investment Management's portfolio in Q2 2026, its #49 holding.
  • Capital Investment Management first reported a position in Capital Group Global Growth Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.