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

Concurrent Investment 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	$4.63M	Buy	109,464 +4,883	+5%	+$190K	0.04%	452
2026 Q1	$3.49M	Sell	104,581 -62,657	-37%	-$2.23M	0.04%	446
2025 Q4	$5.79M	Buy	167,238 +74,935	+81%	+$2.59M	0.07%	294
2025 Q3	$3.15M	Buy	92,303 +20,808	+29%	+$682K	0.05%	343
2025 Q2	$2.29M	Buy	71,495 +28,321	+66%	+$836K	0.04%	396
2025 Q1	$1.22M	Buy	43,174 +11,265	+35%	+$335K	0.03%	488
2024 Q4	$932K	Buy	31,909 +5,716	+22%	+$171K	0.03%	510
2024 Q3	$790K	Buy	26,193 +54	+0.2%	+$1.58K	0.02%	521
2024 Q2	$770K	Buy	+26,139	New	+$756K	0.03%	494

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

Concurrent Investment Advisors's CGGO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 4.7% in Q2 2026, buying an estimated $190K and bringing the position to 109,464 shares worth $4.63M. The position accounts for 0.04% of the portfolio, ranked #452.

Concurrent Investment Advisors first reported a position in CGGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.79M in Q4 2025. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Concurrent Investment Advisors held 109,464 shares of Capital Group Global Growth Equity ETF worth $4.63M as of Q2 2026.
Concurrent Investment Advisors bought 4,883 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $190K.
Capital Group Global Growth Equity ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #452 holding.
Concurrent Investment Advisors first reported a position in Capital Group Global Growth Equity ETF in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Capital Group Global Growth Equity ETF position peaked at $5.79M in Q4 2025.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.