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

Entruity Wealth’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 Q1	$4.8M	Sell	143,905 -2,294	-2%	-$81.7K	3.26%	11
2025 Q4	$5.07M	Buy	146,199 +850	+0.6%	+$29.4K	3.61%	8
2025 Q3	$4.97M	Buy	145,349 +5,797	+4%	+$190K	3.86%	10
2025 Q2	$4.46M	Buy	139,552 +7,956	+6%	+$235K	3.79%	11
2025 Q1	$3.73M	Sell	131,596 -48,471	-27%	-$1.44M	3.51%	11
2024 Q4	$5.26M	Buy	+180,067	New	+$5.4M	5.22%	5

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Entruity Wealth's CGGO Position: Q1 2026 in Review

Entruity Wealth reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 1.6% in Q1 2026, selling an estimated $81.7K and leaving 143,905 shares worth $4.8M. The position accounts for 3.26% of the portfolio, ranked #11.

Entruity Wealth first reported a position in CGGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.26M in Q4 2024. 415 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

Entruity Wealth held 143,905 shares of Capital Group Global Growth Equity ETF worth $4.8M as of Q1 2026.
Entruity Wealth sold 2,294 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $81.7K.
Capital Group Global Growth Equity ETF made up 3.26% of Entruity Wealth's portfolio in Q1 2026, its #11 holding.
Entruity Wealth first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 6 quarters since.
Entruity Wealth's Capital Group Global Growth Equity ETF position peaked at $5.26M in Q4 2024.
415 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Entruity Wealth's 13F filing for Q1 2026, filed 8 May 2026.