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

Cerity 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	$1.49M	Buy	35,193 +58	+0.2%	+$2.26K	﹤0.01%	1758
2026 Q1	$1.17M	Buy	35,135 +4,795	+16%	+$171K	﹤0.01%	1774
2025 Q4	$1.05M	Buy	30,340 +181	+0.6%	+$6.25K	﹤0.01%	1693
2025 Q3	$1.03M	Sell	30,159 -843	-3%	-$27.6K	﹤0.01%	1590
2025 Q2	$992K	Buy	31,002 +993	+3%	+$29.3K	﹤0.01%	1526
2025 Q1	$850K	Hold	30,009	–	–	﹤0.01%	1501
2024 Q4	$877K	Buy	30,009 +2,236	+8%	+$67.1K	﹤0.01%	1482
2024 Q3	$837K	Sell	27,773 -4,897	-15%	-$143K	﹤0.01%	1486
2024 Q2	$962K	Buy	32,670 +8,880	+37%	+$257K	﹤0.01%	1249
2024 Q1	$685K	Buy	23,790 +50	+0.2%	+$1.36K	﹤0.01%	1453
2023 Q4	$611K	Buy	+23,740	New	+$570K	﹤0.01%	1188
2023 Q3	–	Sell	-21,165	Closed	-$514K	–	1438
2023 Q2	$514K	Buy	21,165 +2,540	+14%	+$59.8K	﹤0.01%	1167
2023 Q1	$429K	Buy	18,625 +2,680	+17%	+$59.9K	﹤0.01%	1361
2022 Q4	$335K	Buy	+15,945	New	+$326K	﹤0.01%	1104

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

Cerity Partners's CGGO Position: Q2 2026 in Review

Cerity Partners increased its Capital Group Global Growth Equity ETF (CGGO) stake by 0.17% in Q2 2026, buying an estimated $2.26K and bringing the position to 35,193 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Cerity Partners first reported a position in CGGO in Q4 2022 and has held it in 14 quarters since. 432 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Cerity Partners held 35,193 shares of Capital Group Global Growth Equity ETF worth $1.49M as of Q2 2026.
Cerity Partners bought 58 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $2.26K.
Capital Group Global Growth Equity ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1758 holding.
Cerity Partners first reported a position in Capital Group Global Growth Equity ETF in Q4 2022 and has held it in 14 quarters since.
432 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.