Forvis Mazars Wealth Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Forvis Mazars Wealth Advisors’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	$248K	Buy	+5,853	New	+$228K	﹤0.01%	401
2026 Q1	–	Sell	-5,903	Closed	-$205K	–	402
2025 Q4	$205K	Hold	5,903	–	–	﹤0.01%	399
2025 Q3	$202K	Buy	+5,903	New	+$193K	﹤0.01%	397

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

Forvis Mazars Wealth Advisors's CGGO Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in Capital Group Global Growth Equity ETF (CGGO) in Q2 2026: 5,853 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in CGGO as recently as Q4 2025.

Forvis Mazars Wealth Advisors first reported a position in CGGO in Q3 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Forvis Mazars Wealth Advisors held 5,853 shares of Capital Group Global Growth Equity ETF worth $248K as of Q2 2026.
Capital Group Global Growth Equity ETF was a new Forvis Mazars Wealth Advisors position in Q2 2026.
Capital Group Global Growth Equity ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #401 holding.
Forvis Mazars Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and has held it in 3 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.