BFC Planning, Inc.’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

BFC Planning, Inc.’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	$1.18M	Buy	27,779 +379	+1%	+$14.8K	0.05%	360
2026 Q1	$914K	Sell	27,400 -3,669	-12%	-$131K	0.04%	377
2025 Q4	$1.08M	Buy	31,069 +29,923	+2,611%	+$1.03M	0.05%	352
2025 Q3	$39.2K	Buy	1,146 +4	+0.4%	+$131	﹤0.01%	1281
2025 Q2	$36.5K	Hold	1,142	–	–	﹤0.01%	1241
2025 Q1	$32.4K	Hold	1,142	–	–	﹤0.01%	1268
2024 Q4	$33.4K	Buy	+1,142	New	+$34.2K	﹤0.01%	1265

Other funds holding CGGO

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 22.9% 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

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

BFC Planning, Inc.'s CGGO Position: Q2 2026 in Review

BFC Planning, Inc. increased its Capital Group Global Growth Equity ETF (CGGO) stake by 1.4% in Q2 2026, buying an estimated $14.8K and bringing the position to 27,779 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #360.

BFC Planning, Inc. first reported a position in CGGO in Q4 2024 and has held it in 7 quarters since. 457 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

BFC Planning, Inc. held 27,779 shares of Capital Group Global Growth Equity ETF worth $1.18M as of Q2 2026.
BFC Planning, Inc. bought 379 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $14.8K.
Capital Group Global Growth Equity ETF made up 0.05% of BFC Planning, Inc.'s portfolio in Q2 2026, its #360 holding.
BFC Planning, Inc. first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 7 quarters since.
457 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.