CVFG LLC’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

CVFG LLC’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	$5.1M	Buy	120,595 +13,824	+13%	+$538K	0.54%	55
2026 Q1	$3.56M	Buy	106,771 +8,757	+9%	+$312K	0.44%	72
2025 Q4	$3.4M	Buy	98,014 +671	+0.7%	+$23.2K	2.33%	15
2025 Q3	$3.33M	Buy	97,343 +4,425	+5%	+$145K	2.4%	16
2025 Q2	$2.97M	Buy	92,918 +8,390	+10%	+$248K	2.36%	15
2025 Q1	$2.39M	Buy	84,528 +7,479	+10%	+$222K	2.18%	17
2024 Q4	$2.25M	Buy	+77,049	New	+$2.31M	2.05%	15

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

CVFG LLC's CGGO Position: Q2 2026 in Review

CVFG LLC increased its Capital Group Global Growth Equity ETF (CGGO) stake by 13% in Q2 2026, buying an estimated $538K and bringing the position to 120,595 shares worth $5.1M. The position accounts for 0.54% of the portfolio, ranked #55.

CVFG LLC first reported a position in CGGO in Q4 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

CVFG LLC held 120,595 shares of Capital Group Global Growth Equity ETF worth $5.1M as of Q2 2026.
CVFG LLC bought 13,824 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $538K.
Capital Group Global Growth Equity ETF made up 0.54% of CVFG LLC's portfolio in Q2 2026, its #55 holding.
CVFG LLC first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 7 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.