Financial Management Network
CGGO icon

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

Financial Management Network’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 		$7.6M Buy
190,193
+394
+0.2% +$15.8K 1.09% 26
2026
Q2 		$7.42M Sell
189,799
-1,050
-0.6% -$40.9K 1.07% 26
2026
Q1 		$6.83M Buy
190,849
+1,431
+0.8% +$50.9K 1.05% 25
2025
Q4 		$6.66M Buy
189,418
+2,695
+1% +$93.1K 1.05% 25
2025
Q3 		$6.49M Buy
186,723
+2,964
+2% +$97.1K 1.07% 23
2025
Q2 		$5.89M Buy
183,759
+3,777
+2% +$111K 1.06% 25
2025
Q1 		$4.61M Buy
179,982
+11,590
+7% +$344K 1.04% 27
2024
Q4 		$4.97M Buy
168,392
+1,848
+1% +$55.4K 1.03% 26
2024
Q3 		$5.02M Buy
166,544
+3,927
+2% +$115K 1.05% 25
2024
Q2 		$4.89M Buy
162,617
+1,536
+1% +$44.4K 1.17% 23
2024
Q1 		$4.58M Sell
161,081
-6,211
-4% -$169K 1.15% 23
2023
Q4 		$4.22M Buy
167,292
+5,815
+4% +$140K 1.23% 20
2023
Q3 		$3.67M Buy
161,477
+8,550
+6% +$205K 1.21% 20
2023
Q2 		$3.71M Buy
152,927
+4,923
+3% +$116K 1.29% 19
2023
Q1 		$3.42M Buy
148,004
+1,453
+1% +$32.5K 1.37% 18
2022
Q4 		$3.12M Buy
146,551
+37,251
+34% +$761K 1.39% 15
2022
Q3 		$2.17M Buy
109,300
+12,960
+13% +$270K 1.07% 20
2022
Q2 		$1.94M Buy
+96,340
New +$2.09M 1.03% 21

Other funds holding CGGO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Wealth Science Advisors
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return
Clarity Wealth Advisors
Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Financial Management Network's CGGO Position: Q3 2026 in Review

Financial Management Network increased its Capital Group Global Growth Equity ETF (CGGO) stake by 0.21% in Q3 2026, buying an estimated $15.8K and bringing the position to 190,193 shares worth $7.6M. The position accounts for 1.09% of the portfolio, ranked #26.

Financial Management Network first reported a position in CGGO in Q2 2022 and has held it in 18 quarters since. 119 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

  • Financial Management Network held 190,193 shares of Capital Group Global Growth Equity ETF worth $7.6M as of Q3 2026.
  • Financial Management Network bought 394 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $15.8K.
  • Capital Group Global Growth Equity ETF made up 1.09% of Financial Management Network's portfolio in Q3 2026, its #26 holding.
  • Financial Management Network first reported a position in Capital Group Global Growth Equity ETF in Q2 2022 and has held it in 18 quarters since.
  • 119 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.