Envestnet Portfolio Solutions
CGGO icon

Envestnet Portfolio Solutions’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Envestnet Portfolio Solutions’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 		$6.68M Buy
157,851
+13,117
+9% +$511K 0.03% 275
2026
Q1 		$4.83M Buy
144,734
+14,517
+11% +$517K 0.03% 299
2025
Q4 		$4.51M Buy
130,217
+20,526
+19% +$709K 0.02% 379
2025
Q3 		$3.75M Buy
109,691
+23,445
+27% +$768K 0.01% 411
2025
Q2 		$2.76M Sell
86,246
-94,746
-52% -$2.8M 0.01% 482
2025
Q1 		$5.13M Buy
180,992
+11,137
+7% +$331K 0.02% 359
2024
Q4 		$4.96M Buy
169,855
+42,014
+33% +$1.26M 0.02% 394
2024
Q3 		$3.85M Buy
127,841
+80,519
+170% +$2.36M 0.01% 459
2024
Q2 		$1.39M Buy
47,322
+15,445
+48% +$447K ﹤0.01% 752
2024
Q1 		$918K Buy
31,877
+2,095
+7% +$57K ﹤0.01% 871
2023
Q4 		$766K Buy
29,782
+2,001
+7% +$48K ﹤0.01% 878
2023
Q3 		$637K Buy
+27,781
New +$666K ﹤0.01% 893

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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

Envestnet Portfolio Solutions's CGGO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Capital Group Global Growth Equity ETF (CGGO) stake by 9.1% in Q2 2026, buying an estimated $511K and bringing the position to 157,851 shares worth $6.68M. The position accounts for 0.03% of the portfolio, ranked #275.

Envestnet Portfolio Solutions first reported a position in CGGO in Q3 2023 and has held it in 12 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Envestnet Portfolio Solutions held 157,851 shares of Capital Group Global Growth Equity ETF worth $6.68M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 13,117 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $511K.
  • Capital Group Global Growth Equity ETF made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #275 holding.
  • Envestnet Portfolio Solutions first reported a position in Capital Group Global Growth Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.