FinDec Wealth Services’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

FinDec Wealth Services’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	$254K	Sell	6,001 -280	-4%	-$10.9K	0.3%	25
2026 Q1	$210K	Hold	6,281	–	–	0.26%	28
2025 Q4	$218K	Sell	6,281 -275	-4%	-$9.5K	0.23%	30
2025 Q3	$224K	Sell	6,556 -3,570	-35%	-$117K	0.23%	29
2025 Q2	$324K	Sell	10,126 -17,850	-64%	-$527K	0.34%	25
2025 Q1	$793K	Sell	27,976 -227,064	-89%	-$6.75M	0.78%	18
2024 Q4	$7.45M	Sell	255,040 -29,507	-10%	-$885K	5.17%	7
2024 Q3	$8.58M	Buy	284,547 +19,373	+7%	+$567K	4.98%	7
2024 Q2	$7.81M	Buy	265,174 +329	+0.1%	+$9.51K	4.93%	7
2024 Q1	$7.63M	Sell	264,845 -671	-0.3%	-$18.3K	4.79%	5
2023 Q4	$6.83M	Buy	265,516 +24,543	+10%	+$589K	4.57%	6
2023 Q3	$5.52M	Buy	240,973 +1,945	+0.8%	+$46.6K	3.99%	10
2023 Q2	$5.81M	Buy	239,028 +12,881	+6%	+$303K	4.06%	8
2023 Q1	$5.21M	Buy	+226,147	New	+$5.05M	3.94%	8

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

FinDec Wealth Services's CGGO Position: Q2 2026 in Review

FinDec Wealth Services reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 4.5% in Q2 2026, selling an estimated $10.9K and leaving 6,001 shares worth $254K. The position accounts for 0.3% of the portfolio, ranked #25.

FinDec Wealth Services first reported a position in CGGO in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.58M in Q3 2024. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

FinDec Wealth Services held 6,001 shares of Capital Group Global Growth Equity ETF worth $254K as of Q2 2026.
FinDec Wealth Services sold 280 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $10.9K.
Capital Group Global Growth Equity ETF made up 0.3% of FinDec Wealth Services's portfolio in Q2 2026, its #25 holding.
FinDec Wealth Services first reported a position in Capital Group Global Growth Equity ETF in Q1 2023 and has held it in 14 quarters since.
FinDec Wealth Services's Capital Group Global Growth Equity ETF position peaked at $8.58M in Q3 2024.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.