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

FSM 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 		$6.87M Sell
162,286
-1,147
-0.7% -$44.7K 0.73% 25
2026
Q1 		$5.45M Sell
163,433
-276
-0.2% -$9.82K 0.7% 27
2025
Q4 		$5.67M Buy
163,709
+1,917
+1% +$66.2K 0.78% 25
2025
Q3 		$5.53M Buy
161,792
+1,007
+0.6% +$33K 0.78% 26
2025
Q2 		$5.13M Buy
160,785
+4,630
+3% +$137K 0.83% 25
2025
Q1 		$4.42M Buy
156,155
+10,149
+7% +$302K 0.99% 21
2024
Q4 		$4.34M Buy
146,006
+3,816
+3% +$114K 1.06% 21
2024
Q3 		$4.29M Buy
142,190
+2,055
+1% +$60.2K 1.14% 21
2024
Q2 		$4.13M Buy
140,135
+1,420
+1% +$41.1K 1.38% 20
2024
Q1 		$3.99M Sell
138,715
-22,379
-14% -$609K 1.42% 19
2023
Q4 		$4.14M Buy
161,094
+50,047
+45% +$1.2M 1.76% 18
2023
Q3 		$2.55M Buy
111,047
+18,284
+20% +$438K 1.28% 23
2023
Q2 		$2.23M Buy
92,763
+4,343
+5% +$102K 1.12% 23
2023
Q1 		$2.04M Sell
88,420
-1,863
-2% -$41.6K 1.18% 23
2022
Q4 		$1.9M Buy
90,283
+48,350
+115% +$988K 1.35% 21
2022
Q3 		$784K Buy
41,933
+16,374
+64% +$341K 0.65% 43
2022
Q2 		$558K Buy
+25,559
New +$553K 0.55% 52

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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

FSM Wealth Advisors's CGGO Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 0.7% in Q2 2026, selling an estimated $44.7K and leaving 162,286 shares worth $6.87M. The position accounts for 0.73% of the portfolio, ranked #25.

FSM Wealth Advisors first reported a position in CGGO in Q2 2022 and has held it in 17 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • FSM Wealth Advisors held 162,286 shares of Capital Group Global Growth Equity ETF worth $6.87M as of Q2 2026.
  • FSM Wealth Advisors sold 1,147 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $44.7K.
  • Capital Group Global Growth Equity ETF made up 0.73% of FSM Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • FSM Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.