Carson Wealth (CWM LLC)’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$7.86M	Buy	235,526 +12,960	+6%	+$461K	0.02%	645
2025 Q4	$7.71M	Sell	222,566 -183,384	-45%	-$6.34M	0.02%	610
2025 Q3	$13.9M	Buy	405,950 +203,671	+101%	+$6.68M	0.04%	372
2025 Q2	$6.47M	Buy	202,279 +82,173	+68%	+$2.42M	0.02%	518
2025 Q1	$3.4M	Buy	120,106 +17,515	+17%	+$520K	0.01%	637
2024 Q4	$3M	Buy	102,591 +60,304	+143%	+$1.81M	0.01%	630
2024 Q3	$1.27M	Buy	42,287 +4,623	+12%	+$135K	0.01%	892
2024 Q2	$1.11M	Buy	37,664 +2,487	+7%	+$71.9K	0.01%	839
2024 Q1	$1.01M	Buy	35,177 +2,194	+7%	+$59.7K	﹤0.01%	849
2023 Q4	$849K	Sell	32,983 -9,505	-22%	-$228K	﹤0.01%	874
2023 Q3	$974K	Buy	42,488 +31,588	+290%	+$757K	0.01%	766
2023 Q2	$265K	Buy	10,900 +10,555	+3,059%	+$249K	﹤0.01%	1157
2023 Q1	$8K	Hold	345	–	–	﹤0.01%	3060
2022 Q4	$7K	Hold	345	–	–	﹤0.01%	2985
2022 Q3	$6K	Sell	345 -455	-57%	-$9.46K	﹤0.01%	2950
2022 Q2	$16K	Buy	+800	New	+$17.3K	﹤0.01%	2255

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 $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $530B AUM 22.01% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CGGO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Capital Group Global Growth Equity ETF (CGGO) stake by 5.8% in Q1 2026, buying an estimated $461K and bringing the position to 235,526 shares worth $7.86M. The position accounts for 0.02% of the portfolio, ranked #645.

Carson Wealth (CWM LLC) first reported a position in CGGO in Q2 2022 and has held it in 16 quarters since. The position peaked at $13.9M in Q3 2025. 416 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

Carson Wealth (CWM LLC) held 235,526 shares of Capital Group Global Growth Equity ETF worth $7.86M as of Q1 2026.
Carson Wealth (CWM LLC) bought 12,960 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $461K.
Capital Group Global Growth Equity ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #645 holding.
Carson Wealth (CWM LLC) first reported a position in Capital Group Global Growth Equity ETF in Q2 2022 and has held it in 16 quarters since.
Carson Wealth (CWM LLC)'s Capital Group Global Growth Equity ETF position peaked at $13.9M in Q3 2025.
416 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.