Geneos Wealth Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Geneos Wealth Management’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 Q1	$4.06M	Buy	121,579 +31,389	+35%	+$1.12M	0.09%	234
2025 Q4	$3.13M	Buy	90,190 +22,422	+33%	+$775K	0.08%	280
2025 Q3	$2.32M	Sell	67,768 -15,179	-18%	-$497K	0.06%	323
2025 Q2	$2.65M	Buy	82,947 +66,624	+408%	+$1.97M	0.06%	319
2025 Q1	$873K	Buy	16,323 +14,020	+609%	+$417K	0.01%	708
2024 Q4	$67.3K	Buy	2,303 +972	+73%	+$29.1K	﹤0.01%	1200
2024 Q3	$40.1K	Buy	+1,331	New	+$39K	﹤0.01%	1276

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Geneos Wealth Management's CGGO Position: Q1 2026 in Review

Geneos Wealth Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 35% in Q1 2026, buying an estimated $1.12M and bringing the position to 121,579 shares worth $4.06M. The position accounts for 0.09% of the portfolio, ranked #234.

Geneos Wealth Management first reported a position in CGGO in Q3 2024 and has held it in 7 quarters since. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

Geneos Wealth Management held 121,579 shares of Capital Group Global Growth Equity ETF worth $4.06M as of Q1 2026.
Geneos Wealth Management bought 31,389 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $1.12M.
Capital Group Global Growth Equity ETF made up 0.09% of Geneos Wealth Management's portfolio in Q1 2026, its #234 holding.
Geneos Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q3 2024 and has held it in 7 quarters since.
414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.