GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q2 		$10.1M Sell
237,757
-1,080
-0.5% -$42K 0.27% 62
2026
Q1 		$7.97M Buy
238,837
+1,511
+0.6% +$53.8K 0.25% 65
2025
Q4 		$8.22M Buy
237,326
+3,646
+2% +$126K 0.29% 61
2025
Q3 		$7.98M Buy
233,680
+1,524
+0.7% +$49.9K 0.27% 62
2025
Q2 		$7.42M Sell
232,156
-2,383
-1% -$70.3K 0.29% 64
2025
Q1 		$6.64M Buy
234,539
+4,527
+2% +$135K 0.3% 64
2024
Q4 		$6.72M Buy
230,012
+12,707
+6% +$381K 0.29% 65
2024
Q3 		$6.55M Sell
217,305
-3,671
-2% -$108K 0.3% 61
2024
Q2 		$6.51M Buy
220,976
+5,340
+2% +$154K 0.33% 63
2024
Q1 		$6.21M Sell
215,636
-1,316
-0.6% -$35.8K 0.34% 59
2023
Q4 		$5.58M Sell
216,952
-6,944
-3% -$167K 0.33% 55
2023
Q3 		$5.13M Buy
223,896
+202,766
+960% +$4.86M 0.35% 58
2023
Q2 		$513K Buy
21,130
+350
+2% +$8.24K 0.03% 164
2023
Q1 		$479K Buy
20,780
+2,565
+14% +$57.3K 0.04% 170
2022
Q4 		$383K Buy
18,215
+7,580
+71% +$155K 0.03% 177
2022
Q3 		$198K Buy
+10,635
New +$221K 0.02% 215

Other funds holding CGGO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FC
Financial Council Towson, Maryland $308M AUM 28.8% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CGGO Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 0.45% in Q2 2026, selling an estimated $42K and leaving 237,757 shares worth $10.1M. The position accounts for 0.27% of the portfolio, ranked #62.

Gerber Kawasaki Wealth & Investment Management first reported a position in CGGO in Q3 2022 and has held it in 16 quarters since. 293 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 237,757 shares of Capital Group Global Growth Equity ETF worth $10.1M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 1,080 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $42K.
  • Capital Group Global Growth Equity ETF made up 0.27% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #62 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Capital Group Global Growth Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 293 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.