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 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

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Council's CGGO Position: Q1 2026 in Review

Financial Council increased its Capital Group Global Growth Equity ETF (CGGO) stake by 5.1% in Q1 2026, buying an estimated $2.67M and bringing the position to 1,558,410 shares worth $52M. The position accounts for 20.06% of the portfolio, ranked #1.

Financial Council first reported a position in CGGO in Q1 2022 and has held it in 17 quarters since. 415 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

Financial Council held 1,558,410 shares of Capital Group Global Growth Equity ETF worth $52M as of Q1 2026.
Financial Council bought 75,022 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $2.67M.
Capital Group Global Growth Equity ETF made up 20.06% of Financial Council's portfolio in Q1 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 17 quarters since.
415 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.