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

Daymark Wealth Partners’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	$400K	Hold	9,448	–	–	0.01%	545
2026 Q1	$315K	Sell	9,448 -779	-8%	-$27.7K	0.01%	561
2025 Q4	$354K	Sell	10,227 -1,845	-15%	-$63.7K	0.01%	458
2025 Q3	$412K	Buy	12,072 +2,167	+22%	+$71K	0.01%	422
2025 Q2	$317K	Buy	+9,905	New	+$292K	0.01%	436

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

Daymark Wealth Partners's CGGO Position: Q2 2026 in Review

Daymark Wealth Partners held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q2 2026 at 9,448 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #545.

Daymark Wealth Partners first reported a position in CGGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $412K in Q3 2025. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Daymark Wealth Partners held 9,448 shares of Capital Group Global Growth Equity ETF worth $400K as of Q2 2026.
Daymark Wealth Partners left its Capital Group Global Growth Equity ETF share count unchanged in Q2 2026.
Capital Group Global Growth Equity ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #545 holding.
Daymark Wealth Partners first reported a position in Capital Group Global Growth Equity ETF in Q2 2025 and has held it in 5 quarters since.
Daymark Wealth Partners's Capital Group Global Growth Equity ETF position peaked at $412K in Q3 2025.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.