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

Carson Advisory’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	$10.3M	Buy	242,812 +5,848	+2%	+$228K	4.72%	2
2026 Q1	$7.91M	Buy	236,964 +210	+0.1%	+$7.47K	4.1%	3
2025 Q4	$8.2M	Buy	236,754 +7,634	+3%	+$264K	4.26%	3
2025 Q3	$7.83M	Buy	229,120 +2,931	+1%	+$96.1K	4.22%	3
2025 Q2	$7.23M	Buy	226,189 +69	+0%	+$2.04K	4.6%	1
2025 Q1	$6.41M	Buy	226,120 +9,701	+4%	+$288K	4.31%	2
2024 Q4	$6.32M	Buy	216,419 +935	+0.4%	+$28K	4.4%	1
2024 Q3	$6.5M	Buy	215,484 +18,702	+10%	+$548K	4.08%	1
2024 Q2	$5.79M	Buy	196,782 +3,338	+2%	+$96.5K	4.06%	1
2024 Q1	$5.57M	Sell	193,444 -281	-0.1%	-$7.65K	3.92%	2
2023 Q4	$4.98M	Buy	193,725 +8,927	+5%	+$214K	3.88%	2
2023 Q3	$4.24M	Buy	184,798 +1,893	+1%	+$45.4K	3.71%	3
2023 Q2	$4.44M	Buy	182,905 +18,203	+11%	+$429K	3.75%	3
2023 Q1	$3.8M	Buy	164,702 +4,753	+3%	+$106K	3.38%	4
2022 Q4	$3.36M	Buy	159,949 +16,150	+11%	+$330K	3.22%	5
2022 Q3	$2.69M	Buy	+143,799	New	+$2.99M	2.98%	6

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

Carson Advisory's CGGO Position: Q2 2026 in Review

Carson Advisory increased its Capital Group Global Growth Equity ETF (CGGO) stake by 2.5% in Q2 2026, buying an estimated $228K and bringing the position to 242,812 shares worth $10.3M. The position accounts for 4.72% of the portfolio, ranked #2.

Carson Advisory first reported a position in CGGO in Q3 2022 and has held it in 16 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Carson Advisory held 242,812 shares of Capital Group Global Growth Equity ETF worth $10.3M as of Q2 2026.
Carson Advisory bought 5,848 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $228K.
Capital Group Global Growth Equity ETF made up 4.72% of Carson Advisory's portfolio in Q2 2026, its #2 holding.
Carson Advisory first reported a position in Capital Group Global Growth Equity ETF in Q3 2022 and has held it in 16 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.