EWA
CGGO icon

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

Exencial 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
Q1 		$637K Buy
19,080
+2,564
+16% +$91.3K 0.02% 361
2025
Q4 		$572K Buy
+16,516
New +$571K 0.02% 372

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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

Exencial Wealth Advisors's CGGO Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 16% in Q1 2026, buying an estimated $91.3K and bringing the position to 19,080 shares worth $637K. The position accounts for 0.02% of the portfolio, ranked #361.

Exencial Wealth Advisors first reported a position in CGGO in Q4 2025 and has held it in 2 quarters since. 418 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

  • Exencial Wealth Advisors held 19,080 shares of Capital Group Global Growth Equity ETF worth $637K as of Q1 2026.
  • Exencial Wealth Advisors bought 2,564 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $91.3K.
  • Capital Group Global Growth Equity ETF made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #361 holding.
  • Exencial Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 418 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.