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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
Q2 		$319K Hold
7,525
– – 0.02% 373
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 $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

Cozad Asset Management's CGGO Position: Q2 2026 in Review

Cozad Asset Management held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q2 2026 at 7,525 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #373.

Cozad Asset Management first reported a position in CGGO in Q3 2025 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Cozad Asset Management held 7,525 shares of Capital Group Global Growth Equity ETF worth $319K as of Q2 2026.
  • Cozad Asset Management left its Capital Group Global Growth Equity ETF share count unchanged in Q2 2026.
  • Capital Group Global Growth Equity ETF made up 0.02% of Cozad Asset Management's portfolio in Q2 2026, its #373 holding.
  • Cozad Asset Management first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Cozad Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.