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

Forge Financial 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	$244M	Sell	5,752,864 -74,525	-1%	-$2.9M	20.97%	3
2026 Q1	$194M	Buy	5,827,389 +4,982,281	+590%	+$177M	19.7%	3
2025 Q4	$29.3M	Buy	845,108 +22,012	+3%	+$760K	12.52%	2
2025 Q3	$28.5M	Buy	823,096 +48,927	+6%	+$1.6M	13.37%	2
2025 Q2	$24.8M	Buy	774,169 +35,753	+5%	+$1.06M	18.6%	1
2025 Q1	$20.9M	Buy	738,416 +16,647	+2%	+$495K	18.47%	1
2024 Q4	$22.1M	Buy	+721,769	New	+$21.6M	18.55%	1

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

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

Forge Financial Services's CGGO Position: Q2 2026 in Review

Forge Financial Services reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 1.3% in Q2 2026, selling an estimated $2.9M and leaving 5,752,864 shares worth $244M. The position accounts for 20.97% of the portfolio, ranked #3.

Forge Financial Services first reported a position in CGGO in Q4 2024 and has held it in 7 quarters since. 452 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Forge Financial Services held 5,752,864 shares of Capital Group Global Growth Equity ETF worth $244M as of Q2 2026.
Forge Financial Services sold 74,525 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $2.9M.
Capital Group Global Growth Equity ETF made up 20.97% of Forge Financial Services's portfolio in Q2 2026, its #3 holding.
Forge Financial Services first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 7 quarters since.
452 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Forge Financial Services's 13F filing for Q2 2026, filed 7 Aug 2026.