Cornerstone Wealth Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Cornerstone Wealth Management’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 Q3	$970K	Buy	24,378 +1,525	+7%	+$61.3K	0.04%	338
2026 Q2	$967K	Buy	22,853 +500	+2%	+$19.5K	0.04%	342
2026 Q1	$746K	Buy	22,353 +665	+3%	+$23.7K	0.04%	361
2025 Q4	$752K	Buy	+21,688	New	+$749K	0.04%	339

Other funds holding CGGO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Council Towson, Maryland $317M AUM 19.38% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Cornerstone Wealth Management's CGGO Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 6.7% in Q3 2026, buying an estimated $61.3K and bringing the position to 24,378 shares worth $970K. The position accounts for 0.04% of the portfolio, ranked #338.

Cornerstone Wealth Management first reported a position in CGGO in Q4 2025 and has held it in 4 quarters since. 303 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

Cornerstone Wealth Management held 24,378 shares of Capital Group Global Growth Equity ETF worth $970K as of Q3 2026.
Cornerstone Wealth Management bought 1,525 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $61.3K.
Capital Group Global Growth Equity ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #338 holding.
Cornerstone Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q4 2025 and has held it in 4 quarters since.
303 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.