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

CreativeOne 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	$754K	Sell	17,811 -430	-2%	-$16.7K	0.02%	669
2026 Q1	$609K	Buy	18,241 +609	+3%	+$21.7K	0.01%	735
2025 Q4	$611K	Buy	17,632 +671	+4%	+$23.2K	0.01%	723
2025 Q3	$580K	Sell	16,961 -642	-4%	-$21K	0.01%	719
2025 Q2	$563K	Buy	+17,603	New	+$519K	0.01%	695
2025 Q1	–	Sell	-10,123	Closed	-$296K	–	1072
2024 Q4	$296K	Buy	+10,123	New	+$304K	0.01%	882

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CreativeOne Wealth's CGGO Position: Q2 2026 in Review

CreativeOne Wealth reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 2.4% in Q2 2026, selling an estimated $16.7K and leaving 17,811 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #669.

CreativeOne Wealth first reported a position in CGGO in Q4 2024 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

CreativeOne Wealth held 17,811 shares of Capital Group Global Growth Equity ETF worth $754K as of Q2 2026.
CreativeOne Wealth sold 430 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $16.7K.
Capital Group Global Growth Equity ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #669 holding.
CreativeOne Wealth first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 6 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.