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

Financial Perspectives’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	$3.84M	Buy	90,788 +12,216	+16%	+$476K	0.94%	23
2026 Q1	$2.62M	Buy	78,572 +10,005	+15%	+$356K	0.73%	27
2025 Q4	$2.38M	Buy	68,567 +9,099	+15%	+$314K	0.64%	33
2025 Q3	$2.03M	Buy	59,468 +2,970	+5%	+$97.3K	0.56%	36
2025 Q2	$1.81M	Buy	56,498 +5,134	+10%	+$152K	0.55%	36
2025 Q1	$1.46M	Buy	51,364 +8,206	+19%	+$244K	0.5%	38
2024 Q4	$1.26M	Buy	43,158 +3,709	+9%	+$111K	0.42%	41
2024 Q3	$1.19M	Buy	39,449 +1,095	+3%	+$32.1K	0.41%	44
2024 Q2	$1.13M	Buy	38,354 +3,815	+11%	+$110K	0.42%	42
2024 Q1	$995K	Buy	34,539 +1,965	+6%	+$53.5K	0.38%	46
2023 Q4	$838K	Buy	32,574 +1,992	+7%	+$47.8K	0.34%	49
2023 Q3	$701K	Buy	30,582 +8,391	+38%	+$201K	0.32%	49
2023 Q2	$539K	Hold	22,191	–	–	0.24%	64
2023 Q1	$512K	Hold	22,191	–	–	0.24%	63
2022 Q4	$466K	Buy	22,191 +19,641	+770%	+$401K	0.24%	61
2022 Q3	$47.7K	Buy	+2,550	New	+$53K	0.03%	240

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Financial Perspectives's CGGO Position: Q2 2026 in Review

Financial Perspectives increased its Capital Group Global Growth Equity ETF (CGGO) stake by 16% in Q2 2026, buying an estimated $476K and bringing the position to 90,788 shares worth $3.84M. The position accounts for 0.94% of the portfolio, ranked #23.

Financial Perspectives 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.

Financial Perspectives held 90,788 shares of Capital Group Global Growth Equity ETF worth $3.84M as of Q2 2026.
Financial Perspectives bought 12,216 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $476K.
Capital Group Global Growth Equity ETF made up 0.94% of Financial Perspectives's portfolio in Q2 2026, its #23 holding.
Financial Perspectives 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 Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.