EFS
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Essex Financial Services’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Essex Financial Services’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 		$344K Buy
+8,138
New +$317K 0.02% 607

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Essex Financial Services's CGGO Position: Q2 2026 in Review

Essex Financial Services opened a new position in Capital Group Global Growth Equity ETF (CGGO) in Q2 2026: 8,138 shares worth $344K. The stake represents 0.02% of the portfolio and ranks #607 among its holdings.

365 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Essex Financial Services held 8,138 shares of Capital Group Global Growth Equity ETF worth $344K as of Q2 2026.
  • Capital Group Global Growth Equity ETF was a new Essex Financial Services position in Q2 2026.
  • Capital Group Global Growth Equity ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #607 holding.
  • 365 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.