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

EverSource Wealth 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
Q2 		$2.21M Buy
52,096
+2,875
+6% +$112K 0.07% 203
2026
Q1 		$1.64M Buy
49,221
+1,247
+3% +$44.4K 0.05% 256
2025
Q4 		$1.66M Buy
47,974
+906
+2% +$31.3K 0.06% 226
2025
Q3 		$1.61M Buy
47,068
+13,486
+40% +$442K 0.06% 209
2025
Q2 		$1.07M Sell
33,582
-77
-0.2% -$2.27K 0.05% 260
2025
Q1 		$954K Buy
33,659
+3,389
+11% +$101K 0.05% 257
2024
Q4 		$884K Buy
30,270
+246
+0.8% +$7.38K 0.05% 260
2024
Q3 		$905K Buy
30,024
+141
+0.5% +$4.13K 0.06% 233
2024
Q2 		$871K Sell
29,883
-632
-2% -$18.3K 0.06% 232
2024
Q1 		$849K Buy
30,515
+1,843
+6% +$50.2K 0.07% 201
2023
Q4 		$738K Buy
28,672
+3,568
+14% +$85.7K 0.07% 199
2023
Q3 		$575K Buy
25,104
+14,824
+144% +$355K 0.06% 213
2023
Q2 		$250K Buy
10,280
+6,429
+167% +$151K 0.03% 349
2023
Q1 		$88.8K Buy
3,851
+2,069
+116% +$46.2K 0.01% 578
2022
Q4 		$37.4K Buy
1,782
+206
+13% +$4.21K 0.01% 867
2022
Q3 		$29K Buy
+1,576
New +$32.8K 0.01% 778

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 22.96% 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
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

EverSource Wealth Advisors's CGGO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 5.8% in Q2 2026, buying an estimated $112K and bringing the position to 52,096 shares worth $2.21M. The position accounts for 0.07% of the portfolio, ranked #203.

EverSource Wealth Advisors first reported a position in CGGO in Q3 2022 and has held it in 16 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • EverSource Wealth Advisors held 52,096 shares of Capital Group Global Growth Equity ETF worth $2.21M as of Q2 2026.
  • EverSource Wealth Advisors bought 2,875 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $112K.
  • Capital Group Global Growth Equity ETF made up 0.07% of EverSource Wealth Advisors's portfolio in Q2 2026, its #203 holding.
  • EverSource Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.