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 Q3	$35.6K	Hold	894	–	–	0.01%	483
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Financial Council Towson, Maryland $317M AUM 19.38% 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

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Elevation Wealth Partners's CGGO Position: Q3 2026 in Review

Elevation Wealth Partners held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q3 2026 at 894 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #483.

Elevation Wealth Partners first reported a position in CGGO in Q2 2024 and has held it in 10 quarters since. The position peaked at $37.8K in Q2 2026. 232 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

Elevation Wealth Partners held 894 shares of Capital Group Global Growth Equity ETF worth $35.6K as of Q3 2026.
Elevation Wealth Partners left its Capital Group Global Growth Equity ETF share count unchanged in Q3 2026.
Capital Group Global Growth Equity ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #483 holding.
Elevation Wealth Partners first reported a position in Capital Group Global Growth Equity ETF in Q2 2024 and has held it in 10 quarters since.
Elevation Wealth Partners's Capital Group Global Growth Equity ETF position peaked at $37.8K in Q2 2026.
232 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.