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 Q3	$1.08M	Hold	27,035	–	–	0.29%	38
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Capital Planning's CGGO Position: Q3 2026 in Review

Capital Planning held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q3 2026 at 27,035 shares worth $1.08M. The position accounts for 0.29% of the portfolio, ranked #38.

Capital Planning first reported a position in CGGO in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.38M in Q4 2022. 131 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

Capital Planning held 27,035 shares of Capital Group Global Growth Equity ETF worth $1.08M as of Q3 2026.
Capital Planning left its Capital Group Global Growth Equity ETF share count unchanged in Q3 2026.
Capital Group Global Growth Equity ETF made up 0.29% of Capital Planning's portfolio in Q3 2026, its #38 holding.
Capital Planning first reported a position in Capital Group Global Growth Equity ETF in Q4 2022 and has held it in 16 quarters since.
Capital Planning's Capital Group Global Growth Equity ETF position peaked at $1.38M in Q4 2022.
131 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.