Corient Private Wealth
CGGO icon

Corient Private Wealth’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Corient Private Wealth’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 		$20.3M Sell
478,630
-49,383
-9% -$1.92M 0.03% 409
2026
Q1 		$17.6M Sell
528,013
-55,542
-10% -$1.98M 0.03% 425
2025
Q4 		$20.2M Sell
583,555
-102,455
-15% -$3.54M 0.03% 404
2025
Q3 		$23.4M Sell
686,010
-21,306
-3% -$698K 0.04% 361
2025
Q2 		$22.6M Sell
707,316
-16,992
-2% -$501K 0.03% 369
2025
Q1 		$20.5M Sell
724,308
-4,839
-0.7% -$144K 0.03% 384
2024
Q4 		$21.3M Sell
729,147
-4,153
-0.6% -$125K 0.04% 384
2024
Q3 		$22.1M Sell
733,300
-1,926
-0.3% -$56.4K 0.03% 401
2024
Q2 		$21.6M Sell
735,226
-9,830
-1% -$284K 0.04% 374
2024
Q1 		$21.5M Sell
745,056
-77,801
-9% -$2.12M 0.04% 376
2023
Q4 		$21.2M Sell
822,857
-13,022
-2% -$313K 0.04% 377
2023
Q3 		$19.2M Buy
+835,879
New +$20M 0.04% 355

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

Corient Private Wealth's CGGO Position: Q2 2026 in Review

Corient Private Wealth reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 9.4% in Q2 2026, selling an estimated $1.92M and leaving 478,630 shares worth $20.3M. The position accounts for 0.03% of the portfolio, ranked #409.

Corient Private Wealth first reported a position in CGGO in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.4M in Q3 2025. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Corient Private Wealth held 478,630 shares of Capital Group Global Growth Equity ETF worth $20.3M as of Q2 2026.
  • Corient Private Wealth sold 49,383 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $1.92M.
  • Capital Group Global Growth Equity ETF made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #409 holding.
  • Corient Private Wealth first reported a position in Capital Group Global Growth Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's Capital Group Global Growth Equity ETF position peaked at $23.4M in Q3 2025.
  • 453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.