Financial Council’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Financial Council’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 Q3	$64.8M	Buy	1,627,950 +47,650	+3%	+$1.91M	20.45%	1
2026 Q2	$66.9M	Buy	1,580,300 +21,890	+1%	+$852K	21.7%	1
2026 Q1	$52M	Buy	1,558,410 +75,022	+5%	+$2.67M	20.06%	1
2025 Q4	$51.4M	Buy	1,483,388 +81,683	+6%	+$2.82M	20.52%	1
2025 Q3	$47.9M	Buy	1,401,705 +14,855	+1%	+$487K	21.26%	1
2025 Q2	$44.3M	Buy	1,386,850 +56,893	+4%	+$1.68M	21.38%	1
2025 Q1	$37.7M	Buy	1,329,957 +44,759	+3%	+$1.33M	20.31%	1
2024 Q4	$37.6M	Buy	1,285,198 +54,488	+4%	+$1.63M	19.35%	1
2024 Q3	$37.1M	Buy	1,230,710 +39,067	+3%	+$1.14M	19.33%	1
2024 Q2	$35.1M	Buy	1,191,643 +72,185	+6%	+$2.09M	19.62%	1
2024 Q1	$32.2M	Buy	1,119,458 +45,251	+4%	+$1.23M	19.07%	1
2023 Q4	$27.6M	Buy	1,074,207 +49,874	+5%	+$1.2M	18.54%	1
2023 Q3	$23.5M	Buy	1,024,333 +26,695	+3%	+$640K	18.68%	1
2023 Q2	$24.2M	Buy	997,638 +19,156	+2%	+$451K	18.5%	1
2023 Q1	$22.6M	Buy	978,482 +11,738	+1%	+$262K	18.4%	1
2022 Q4	$20.3M	Buy	966,744 +611,117	+172%	+$12.5M	12.72%	1
2022 Q3	$6.65M	Buy	355,627 +39,288	+12%	+$817K	7.68%	3
2022 Q2	$6.35M	Buy	316,339 +214,370	+210%	+$4.64M	7.93%	3
2022 Q1	$2.48M	Buy	+101,969	New	+$2.43M	3%	11

Other funds holding CGGO

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Financial Council's CGGO Position: Q3 2026 in Review

Financial Council increased its Capital Group Global Growth Equity ETF (CGGO) stake by 3% in Q3 2026, buying an estimated $1.91M and bringing the position to 1,627,950 shares worth $64.8M. The position accounts for 20.45% of the portfolio, ranked #1.

Financial Council first reported a position in CGGO in Q1 2022 and has held it in 19 quarters since. The position peaked at $66.9M in Q2 2026. 249 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

Financial Council held 1,627,950 shares of Capital Group Global Growth Equity ETF worth $64.8M as of Q3 2026.
Financial Council bought 47,650 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $1.91M.
Capital Group Global Growth Equity ETF made up 20.45% of Financial Council's portfolio in Q3 2026, its #1 holding.
Financial Council first reported a position in Capital Group Global Growth Equity ETF in Q1 2022 and has held it in 19 quarters since.
Financial Council's Capital Group Global Growth Equity ETF position peaked at $66.9M in Q2 2026.
249 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.