CAPTRUST Financial Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

CAPTRUST Financial Advisors’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	$40.3M	Sell	951,959 -35,341	-4%	-$1.38M	0.06%	249
2026 Q1	$32.9M	Buy	987,300 +41,648	+4%	+$1.48M	0.06%	258
2025 Q4	$32.8M	Buy	945,652 +12,489	+1%	+$431K	0.06%	235
2025 Q3	$31.9M	Buy	933,163 +17,288	+2%	+$567K	0.07%	225
2025 Q2	$29.3M	Buy	915,875 +120,621	+15%	+$3.56M	0.07%	240
2025 Q1	$22.5M	Buy	795,254 +212,761	+37%	+$6.32M	0.06%	266
2024 Q4	$17M	Buy	582,493 +125,927	+28%	+$3.78M	0.05%	270
2024 Q3	$13.8M	Buy	456,566 +320,977	+237%	+$9.4M	0.04%	313
2024 Q2	$3.99M	Buy	135,589 +49,515	+58%	+$1.43M	0.01%	563
2024 Q1	$2.48M	Buy	86,074 +3,040	+4%	+$82.7K	0.01%	717
2023 Q4	$2.14M	Buy	83,034 +11,212	+16%	+$269K	0.01%	874
2023 Q3	$1.65M	Buy	71,822 +21,813	+44%	+$523K	0.01%	939
2023 Q2	$1.21M	Buy	50,009 +35,638	+248%	+$839K	﹤0.01%	1096
2023 Q1	$331K	Hold	14,371	–	–	﹤0.01%	1677
2022 Q4	$302K	Sell	14,371 -3,940	-22%	-$80.5K	﹤0.01%	1649
2022 Q3	$342K	Sell	18,311 -1,850	-9%	-$38.5K	﹤0.01%	1458
2022 Q2	$406K	Buy	20,161 +12,161	+152%	+$263K	﹤0.01%	1252
2022 Q1	$194K	Buy	+8,000	New	+$190K	﹤0.01%	1744

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

CAPTRUST Financial Advisors's CGGO Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 3.6% in Q2 2026, selling an estimated $1.38M and leaving 951,959 shares worth $40.3M. The position accounts for 0.06% of the portfolio, ranked #249.

CAPTRUST Financial Advisors first reported a position in CGGO in Q1 2022 and has held it in 18 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

CAPTRUST Financial Advisors held 951,959 shares of Capital Group Global Growth Equity ETF worth $40.3M as of Q2 2026.
CAPTRUST Financial Advisors sold 35,341 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $1.38M.
Capital Group Global Growth Equity ETF made up 0.06% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #249 holding.
CAPTRUST Financial Advisors first reported a position in Capital Group Global Growth Equity ETF in Q1 2022 and has held it in 18 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.