Creative Planning
CGGO icon

Creative Planning’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Creative Planning’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 		$2.14M Buy
50,580
+100
+0.2% +$3.89K ﹤0.01% 2028
2026
Q1 		$1.68M Sell
50,480
-710
-1% -$25.3K ﹤0.01% 2045
2025
Q4 		$1.77M Buy
51,190
+7,267
+17% +$251K ﹤0.01% 1822
2025
Q3 		$1.5M Buy
43,923
+5,191
+13% +$170K ﹤0.01% 1765
2025
Q2 		$1.24M Buy
38,732
+768
+2% +$22.7K ﹤0.01% 1680
2025
Q1 		$1.08M Buy
37,964
+2,282
+6% +$67.8K ﹤0.01% 1660
2024
Q4 		$1.04M Sell
35,682
-844
-2% -$25.3K ﹤0.01% 1614
2024
Q3 		$1.1M Buy
36,526
+6,835
+23% +$200K ﹤0.01% 1446
2024
Q2 		$874K Buy
29,691
+6,104
+26% +$177K ﹤0.01% 1509
2024
Q1 		$679K Sell
23,587
-1,107
-4% -$30.1K ﹤0.01% 1632
2023
Q4 		$635K Buy
24,694
+6,435
+35% +$155K ﹤0.01% 1528
2023
Q3 		$419K Buy
18,259
+5,996
+49% +$144K ﹤0.01% 1682
2023
Q2 		$298K Buy
12,263
+426
+4% +$10K ﹤0.01% 1918
2023
Q1 		$273K Buy
+11,837
New +$264K ﹤0.01% 1884

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

Creative Planning's CGGO Position: Q2 2026 in Review

Creative Planning increased its Capital Group Global Growth Equity ETF (CGGO) stake by 0.2% in Q2 2026, buying an estimated $3.89K and bringing the position to 50,580 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Creative Planning first reported a position in CGGO in Q1 2023 and has held it in 14 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Creative Planning held 50,580 shares of Capital Group Global Growth Equity ETF worth $2.14M as of Q2 2026.
  • Creative Planning bought 100 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $3.89K.
  • Capital Group Global Growth Equity ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2028 holding.
  • Creative Planning first reported a position in Capital Group Global Growth Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.