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Cozad Asset Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Cozad Asset 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
Q1 		$251K Buy
7,525
+820
+12% +$29.2K 0.02% 389
2025
Q4 		$232K Hold
6,705
– – 0.02% 400
2025
Q3 		$229K Buy
+6,705
New +$220K 0.02% 402

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cozad Asset Management's CGGO Position: Q1 2026 in Review

Cozad Asset Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 12% in Q1 2026, buying an estimated $29.2K and bringing the position to 7,525 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #389.

Cozad Asset Management first reported a position in CGGO in Q3 2025 and has held it in 3 quarters since. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

  • Cozad Asset Management held 7,525 shares of Capital Group Global Growth Equity ETF worth $251K as of Q1 2026.
  • Cozad Asset Management bought 820 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $29.2K.
  • Capital Group Global Growth Equity ETF made up 0.02% of Cozad Asset Management's portfolio in Q1 2026, its #389 holding.
  • Cozad Asset Management first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Cozad Asset Management's 13F filing for Q1 2026, filed 28 May 2026.