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

Elevation 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	$37.8K	Hold	894	–	–	0.01%	382
2026 Q1	$29.8K	Hold	894	–	–	0.01%	307
2025 Q4	$31K	Hold	894	–	–	0.01%	304
2025 Q3	$30.5K	Hold	894	–	–	0.01%	293
2025 Q2	$28.6K	Hold	894	–	–	0.01%	288
2025 Q1	$25.3K	Hold	894	–	–	0.01%	294
2024 Q4	$26.1K	Hold	894	–	–	0.01%	288
2024 Q3	$27K	Hold	894	–	–	0.01%	278
2024 Q2	$26.3K	Buy	+894	New	+$25.9K	0.01%	269

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

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

Elevation Wealth Partners held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q2 2026 at 894 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #382.

Elevation Wealth Partners first reported a position in CGGO in Q2 2024 and has held it in 9 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Elevation Wealth Partners held 894 shares of Capital Group Global Growth Equity ETF worth $37.8K as of Q2 2026.
Elevation 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 Elevation Wealth Partners's portfolio in Q2 2026, its #382 holding.
Elevation Wealth Partners first reported a position in Capital Group Global Growth Equity ETF in Q2 2024 and has held it in 9 quarters since.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.