CX Institutional’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

CX Institutional’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 Q3	$48K	Sell	1,198 -200	-14%	-$8.04K	﹤0.01%	1021
2026 Q2	$59K	Buy	1,398 +200	+17%	+$7.79K	﹤0.01%	952
2026 Q1	$40K	Hold	1,198	–	–	﹤0.01%	1006
2025 Q4	$41K	Buy	1,198 +14	+1%	+$484	﹤0.01%	1003
2025 Q3	$40K	Hold	1,184	–	–	﹤0.01%	974
2025 Q2	$38K	Buy	1,184 +274	+30%	+$8.09K	﹤0.01%	896
2025 Q1	$26K	Buy	+910	New	+$27K	﹤0.01%	923

Other funds holding CGGO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

CX Institutional's CGGO Position: Q3 2026 in Review

CX Institutional reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 14% in Q3 2026, selling an estimated $8.04K and leaving 1,198 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

CX Institutional first reported a position in CGGO in Q1 2025 and has held it in 7 quarters since. The position peaked at $59K in Q2 2026. 131 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

CX Institutional held 1,198 shares of Capital Group Global Growth Equity ETF worth $48K as of Q3 2026.
CX Institutional sold 200 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $8.04K.
Capital Group Global Growth Equity ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1021 holding.
CX Institutional first reported a position in Capital Group Global Growth Equity ETF in Q1 2025 and has held it in 7 quarters since.
CX Institutional's Capital Group Global Growth Equity ETF position peaked at $59K in Q2 2026.
131 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.