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Essential Investment Partners’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Essential Investment Partners’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 		$88.9K Hold
2,100
– – 0.07% 128
2026
Q1 		$70.1K Hold
2,100
– – 0.06% 127
2025
Q4 		$72.8K Buy
+2,100
New +$72.5K 0.07% 120

Other funds holding CGGO

AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Essential Investment Partners's CGGO Position: Q2 2026 in Review

Essential Investment Partners held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q2 2026 at 2,100 shares worth $88.9K. The position accounts for 0.07% of the portfolio, ranked #128.

Essential Investment Partners first reported a position in CGGO in Q4 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Essential Investment Partners held 2,100 shares of Capital Group Global Growth Equity ETF worth $88.9K as of Q2 2026.
  • Essential Investment Partners left its Capital Group Global Growth Equity ETF share count unchanged in Q2 2026.
  • Capital Group Global Growth Equity ETF made up 0.07% of Essential Investment Partners's portfolio in Q2 2026, its #128 holding.
  • Essential Investment Partners first reported a position in Capital Group Global Growth Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.