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

Ergawealth 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
Q1 		$16.3M Buy
487,615
+29,699
+6% +$1.06M 7.19% 5
2025
Q4 		$15.9M Buy
457,916
+247,703
+118% +$8.56M 7.3% 6
2025
Q3 		$7.18M Buy
210,213
+152,858
+267% +$5.01M 3.35% 11
2025
Q2 		$1.83M Buy
57,355
+37,126
+184% +$1.1M 0.83% 20
2025
Q1 		$573K Sell
20,229
-7,213
-26% -$214K 0.28% 32
2024
Q4 		$802K Sell
27,442
-2,339
-8% -$70.1K 0.4% 27
2024
Q3 		$898K Buy
29,781
+31
+0.1% +$908 0.45% 27
2024
Q2 		$876K Sell
29,750
-8,441
-22% -$244K 0.48% 25
2024
Q1 		$1.1M Sell
38,191
-8,430
-18% -$229K 0.6% 20
2023
Q4 		$1.2M Sell
46,621
-18,309
-28% -$440K 0.74% 17
2023
Q3 		$1.49M Sell
64,930
-16,860
-21% -$404K 1.03% 14
2023
Q2 		$1.99M Sell
81,790
-13,812
-14% -$325K 1.36% 13
2023
Q1 		$2.2M Sell
95,602
-24,907
-21% -$556K 1.79% 12
2022
Q4 		$2.53M Buy
+120,509
New +$2.46M 2.29% 11

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ergawealth Advisors's CGGO Position: Q1 2026 in Review

Ergawealth Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 6.5% in Q1 2026, buying an estimated $1.06M and bringing the position to 487,615 shares worth $16.3M. The position accounts for 7.19% of the portfolio, ranked #5.

Ergawealth Advisors first reported a position in CGGO in Q4 2022 and has held it in 14 quarters since. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

  • Ergawealth Advisors held 487,615 shares of Capital Group Global Growth Equity ETF worth $16.3M as of Q1 2026.
  • Ergawealth Advisors bought 29,699 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $1.06M.
  • Capital Group Global Growth Equity ETF made up 7.19% of Ergawealth Advisors's portfolio in Q1 2026, its #5 holding.
  • Ergawealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • 414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.