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

EP Wealth Advisors’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	$2.31M	Buy	54,659 +2,298	+4%	+$89.5K	0.01%	543
2026 Q1	$1.75M	Sell	52,361 -92	-0.2%	-$3.27K	0.01%	506
2025 Q4	$1.82M	Buy	+52,453	New	+$1.81M	0.01%	468
2025 Q2	$1.52M	Buy	47,471 +101	+0.2%	+$2.98K	0.01%	475
2025 Q1	$1.34M	Buy	+47,370	New	+$1.41M	0.01%	431

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

EP Wealth Advisors's CGGO Position: Q2 2026 in Review

EP Wealth Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 4.4% in Q2 2026, buying an estimated $89.5K and bringing the position to 54,659 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #543.

EP Wealth Advisors first reported a position in CGGO in Q1 2025 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

EP Wealth Advisors held 54,659 shares of Capital Group Global Growth Equity ETF worth $2.31M as of Q2 2026.
EP Wealth Advisors bought 2,298 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $89.5K.
Capital Group Global Growth Equity ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #543 holding.
EP Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q1 2025 and has held it in 5 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.