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

Clearstead 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	$29.5K	Hold	696	–	–	﹤0.01%	1675
2026 Q1	$23.2K	Hold	696	–	–	﹤0.01%	1422
2025 Q4	$24.1K	Sell	696 -10,649	-94%	-$368K	﹤0.01%	1658
2025 Q3	$388K	Sell	11,345 -7,009	-38%	-$230K	0.01%	713
2025 Q2	$587K	Buy	18,354 +17,428	+1,882%	+$514K	0.01%	568
2025 Q1	$26.2K	Hold	926	–	–	﹤0.01%	1344
2024 Q4	$27.1K	Buy	+926	New	+$27.8K	﹤0.01%	1300

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

Clearstead Advisors's CGGO Position: Q2 2026 in Review

Clearstead Advisors held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q2 2026 at 696 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

Clearstead Advisors first reported a position in CGGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $587K in Q2 2025. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Clearstead Advisors held 696 shares of Capital Group Global Growth Equity ETF worth $29.5K as of Q2 2026.
Clearstead Advisors left its Capital Group Global Growth Equity ETF share count unchanged in Q2 2026.
Capital Group Global Growth Equity ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1675 holding.
Clearstead Advisors first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 7 quarters since.
Clearstead Advisors's Capital Group Global Growth Equity ETF position peaked at $587K in Q2 2025.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.