Ergawealth Advisors
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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
Q3 		$19.8M Buy
496,834
+1,590
+0.3% +$63.9K 7.8% 5
2026
Q2 		$21M Buy
495,244
+7,629
+2% +$297K 8.14% 5
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Wealth Science Advisors
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Clarity Wealth Advisors
Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Ergawealth Advisors's CGGO Position: Q3 2026 in Review

Ergawealth Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 0.32% in Q3 2026, buying an estimated $63.9K and bringing the position to 496,834 shares worth $19.8M. The position accounts for 7.8% of the portfolio, ranked #5.

Ergawealth Advisors first reported a position in CGGO in Q4 2022 and has held it in 16 quarters since. The position peaked at $21M in Q2 2026. 131 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

  • Ergawealth Advisors held 496,834 shares of Capital Group Global Growth Equity ETF worth $19.8M as of Q3 2026.
  • Ergawealth Advisors bought 1,590 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $63.9K.
  • Capital Group Global Growth Equity ETF made up 7.8% of Ergawealth Advisors's portfolio in Q3 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 16 quarters since.
  • Ergawealth Advisors's Capital Group Global Growth Equity ETF position peaked at $21M in Q2 2026.
  • 131 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.