Catalyst Financial Partners’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Catalyst Financial Partners’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	$5M	Buy	118,002 +2,596	+2%	+$101K	0.5%	36
2026 Q1	$3.85M	Buy	115,406 +9,479	+9%	+$337K	0.45%	33
2025 Q4	$3.67M	Buy	105,927 +54,111	+104%	+$1.87M	0.41%	29
2025 Q3	$1.77M	Buy	51,816 +9,720	+23%	+$319K	0.21%	50
2025 Q2	$1.35M	Buy	42,096 +18,056	+75%	+$533K	0.15%	58
2025 Q1	$681K	Buy	24,040 +2,508	+12%	+$74.5K	0.13%	108
2024 Q4	$629K	Buy	21,532 +2,520	+13%	+$75.6K	0.12%	111
2024 Q3	$573K	Buy	19,012 +3,900	+26%	+$114K	0.11%	123
2024 Q2	$445K	Sell	15,112 -2,125	-12%	-$61.5K	0.1%	139
2024 Q1	$477K	Buy	17,237 +3,547	+26%	+$96.5K	0.12%	113
2023 Q4	$352K	Buy	13,690 +3,485	+34%	+$83.7K	0.1%	142
2023 Q3	$234K	Buy	+10,205	New	+$245K	0.08%	180

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

Catalyst Financial Partners's CGGO Position: Q2 2026 in Review

Catalyst Financial Partners increased its Capital Group Global Growth Equity ETF (CGGO) stake by 2.2% in Q2 2026, buying an estimated $101K and bringing the position to 118,002 shares worth $5M. The position accounts for 0.5% of the portfolio, ranked #36.

Catalyst Financial Partners first reported a position in CGGO in Q3 2023 and has held it in 12 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Catalyst Financial Partners held 118,002 shares of Capital Group Global Growth Equity ETF worth $5M as of Q2 2026.
Catalyst Financial Partners bought 2,596 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $101K.
Capital Group Global Growth Equity ETF made up 0.5% of Catalyst Financial Partners's portfolio in Q2 2026, its #36 holding.
Catalyst Financial Partners first reported a position in Capital Group Global Growth Equity ETF in Q3 2023 and has held it in 12 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.