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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 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. 70 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.
  • 70 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.