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

Capital Planning’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	$1.14M	Buy	27,035 +421	+2%	+$16.4K	0.33%	35
2026 Q1	$888K	Hold	26,614	–	–	0.29%	37
2025 Q4	$935K	Buy	26,614 +11,982	+82%	+$414K	0.26%	43
2025 Q3	$500K	Hold	14,632	–	–	0.15%	52
2025 Q2	$472K	Sell	14,632 -1,020	-7%	-$30.1K	0.15%	49
2025 Q1	$443K	Hold	15,652	–	–	0.12%	63
2024 Q4	$457K	Buy	15,652 +44	+0.3%	+$1.32K	0.12%	65
2024 Q3	$471K	Buy	15,608 +67	+0.4%	+$1.96K	0.13%	61
2024 Q2	$461K	Hold	15,541	–	–	0.14%	58
2024 Q1	$448K	Buy	15,541 +2	+0%	+$54	0.15%	56
2023 Q4	$400K	Sell	15,539 -218	-1%	-$5.23K	0.14%	58
2023 Q3	$361K	Buy	15,757 +48	+0.3%	+$1.15K	0.14%	61
2023 Q2	$383K	Hold	15,709	–	–	0.15%	59
2023 Q1	$362K	Sell	15,709 -50,040	-76%	-$1.12M	0.15%	59
2022 Q4	$1.38M	Buy	+65,749	New	+$1.34M	0.61%	34

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 Planning's CGGO Position: Q2 2026 in Review

Capital Planning increased its Capital Group Global Growth Equity ETF (CGGO) stake by 1.6% in Q2 2026, buying an estimated $16.4K and bringing the position to 27,035 shares worth $1.14M. The position accounts for 0.33% of the portfolio, ranked #35.

Capital Planning first reported a position in CGGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.38M in Q4 2022. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Capital Planning held 27,035 shares of Capital Group Global Growth Equity ETF worth $1.14M as of Q2 2026.
Capital Planning bought 421 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $16.4K.
Capital Group Global Growth Equity ETF made up 0.33% of Capital Planning's portfolio in Q2 2026, its #35 holding.
Capital Planning first reported a position in Capital Group Global Growth Equity ETF in Q4 2022 and has held it in 15 quarters since.
Capital Planning's Capital Group Global Growth Equity ETF position peaked at $1.38M in Q4 2022.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.