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Evergreen Wealth Partners’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Evergreen Wealth 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 		$2.71M Sell
63,976
-10,762
-14% -$419K 1.63% 16
2026
Q1 		$2.49M Buy
74,738
+52,154
+231% +$1.86M 1.9% 11
2025
Q4 		$783K Buy
+22,584
New +$780K 0.66% 28

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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

Evergreen Wealth Partners's CGGO Position: Q2 2026 in Review

Evergreen Wealth Partners reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 14% in Q2 2026, selling an estimated $419K and leaving 63,976 shares worth $2.71M. The position accounts for 1.63% of the portfolio, ranked #16.

Evergreen Wealth Partners first reported a position in CGGO in Q4 2025 and has held it in 3 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Evergreen Wealth Partners held 63,976 shares of Capital Group Global Growth Equity ETF worth $2.71M as of Q2 2026.
  • Evergreen Wealth Partners sold 10,762 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $419K.
  • Capital Group Global Growth Equity ETF made up 1.63% of Evergreen Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Evergreen Wealth Partners first reported a position in Capital Group Global Growth Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.