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

Convergence Financial’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	$5.59M	Buy	132,152 +125,143	+1,785%	+$4.87M	0.44%	45
2026 Q1	$234K	Sell	7,009 -20,390	-74%	-$726K	0.02%	202
2025 Q4	$949K	Sell	27,399 -493	-2%	-$17K	0.14%	83
2025 Q3	$953K	Sell	27,892 -1,277	-4%	-$41.9K	0.14%	89
2025 Q2	$933K	Sell	29,169 -1,080	-4%	-$31.9K	0.16%	80
2025 Q1	$857K	Sell	30,249 -1,150	-4%	-$34.2K	0.17%	75
2024 Q4	$917K	Buy	31,399 +2,126	+7%	+$63.8K	0.18%	62
2024 Q3	$883K	Buy	+29,273	New	+$857K	0.19%	65

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

Convergence Financial's CGGO Position: Q2 2026 in Review

Convergence Financial increased its Capital Group Global Growth Equity ETF (CGGO) stake by 1,785% in Q2 2026, buying an estimated $4.87M and bringing the position to 132,152 shares worth $5.59M. The position accounts for 0.44% of the portfolio, ranked #45.

Convergence Financial first reported a position in CGGO in Q3 2024 and has held it in 8 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Convergence Financial held 132,152 shares of Capital Group Global Growth Equity ETF worth $5.59M as of Q2 2026.
Convergence Financial bought 125,143 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $4.87M.
Capital Group Global Growth Equity ETF made up 0.44% of Convergence Financial's portfolio in Q2 2026, its #45 holding.
Convergence Financial first reported a position in Capital Group Global Growth Equity ETF in Q3 2024 and has held it in 8 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.