Great Valley Advisor Group’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Great Valley Advisor Group’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	$3.89M	Sell	91,901 -1,481	-2%	-$57.7K	0.06%	264
2026 Q1	$3.12M	Buy	93,382 +82,428	+752%	+$2.93M	0.06%	291
2025 Q4	$380K	Buy	10,954 +1,062	+11%	+$36.7K	0.01%	712
2025 Q3	$338K	Buy	+9,892	New	+$324K	0.01%	735

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 22.9% 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

FFS

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

Great Valley Advisor Group's CGGO Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 1.6% in Q2 2026, selling an estimated $57.7K and leaving 91,901 shares worth $3.89M. The position accounts for 0.06% of the portfolio, ranked #264.

Great Valley Advisor Group first reported a position in CGGO in Q3 2025 and has held it in 4 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Great Valley Advisor Group held 91,901 shares of Capital Group Global Growth Equity ETF worth $3.89M as of Q2 2026.
Great Valley Advisor Group sold 1,481 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $57.7K.
Capital Group Global Growth Equity ETF made up 0.06% of Great Valley Advisor Group's portfolio in Q2 2026, its #264 holding.
Great Valley Advisor Group first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and has held it in 4 quarters since.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.