CWS
CGGO icon

Confluence Wealth Services’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Confluence Wealth Services’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 		$9.87M Buy
233,162
+34,352
+17% +$1.34M 0.28% 50
2026
Q1 		$6.63M Buy
198,810
+14,749
+8% +$525K 0.26% 54
2025
Q4 		$6.38M Buy
184,061
+8,468
+5% +$293K 0.26% 51
2025
Q3 		$6M Buy
175,593
+7,466
+4% +$245K 0.3% 46
2025
Q2 		$5.38M Buy
168,127
+5,969
+4% +$176K 0.29% 49
2025
Q1 		$4.49M Sell
162,158
-170
-0.1% -$5.05K 0.28% 51
2024
Q4 		$4.99M Buy
162,328
+19,748
+14% +$592K 0.32% 45
2024
Q3 		$4.3M Sell
142,580
-355
-0.2% -$10.4K 0.31% 44
2024
Q2 		$4.21M Buy
142,935
+9,384
+7% +$271K 0.34% 41
2024
Q1 		$3.85M Buy
133,551
+22,153
+20% +$603K 0.34% 44
2023
Q4 		$2.87M Buy
111,398
+50,677
+83% +$1.22M 0.31% 45
2023
Q3 		$1.39M Buy
60,721
+5,154
+9% +$124K 0.27% 66
2023
Q2 		$1.35M Buy
55,567
+5,907
+12% +$139K 0.29% 71
2023
Q1 		$1.15M Buy
49,660
+3,576
+8% +$79.9K 0.27% 75
2022
Q4 		$968K Buy
46,084
+15,957
+53% +$326K 0.25% 83
2022
Q3 		$563K Buy
30,127
+9,296
+45% +$193K 0.24% 119
2022
Q2 		$459K Buy
+20,831
New +$451K 0.2% 163

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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

Confluence Wealth Services's CGGO Position: Q2 2026 in Review

Confluence Wealth Services increased its Capital Group Global Growth Equity ETF (CGGO) stake by 17% in Q2 2026, buying an estimated $1.34M and bringing the position to 233,162 shares worth $9.87M. The position accounts for 0.28% of the portfolio, ranked #50.

Confluence Wealth Services first reported a position in CGGO in Q2 2022 and has held it in 17 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Confluence Wealth Services held 233,162 shares of Capital Group Global Growth Equity ETF worth $9.87M as of Q2 2026.
  • Confluence Wealth Services bought 34,352 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $1.34M.
  • Capital Group Global Growth Equity ETF made up 0.28% of Confluence Wealth Services's portfolio in Q2 2026, its #50 holding.
  • Confluence Wealth Services first reported a position in Capital Group Global Growth Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.