Gutierrez Wealth Advisory’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Gutierrez Wealth Advisory’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	$9.43M	Sell	222,757 -14,528	-6%	-$566K	5.45%	8
2026 Q1	$7.92M	Buy	237,285 +10,496	+5%	+$374K	4.92%	9
2025 Q4	$7.86M	Buy	226,789 +9,315	+4%	+$322K	4.94%	8
2025 Q3	$7.43M	Buy	217,474 +10,040	+5%	+$329K	4.75%	8
2025 Q2	$6.63M	Sell	207,434 -778	-0.4%	-$23K	4.45%	9
2025 Q1	$5.9M	Buy	208,212 +10,656	+5%	+$317K	4.79%	9
2024 Q4	$5.77M	Buy	+197,556	New	+$5.92M	4.76%	9

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 22.96% 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

Gutierrez Wealth Advisory's CGGO Position: Q2 2026 in Review

Gutierrez Wealth Advisory reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 6.1% in Q2 2026, selling an estimated $566K and leaving 222,757 shares worth $9.43M. The position accounts for 5.45% of the portfolio, ranked #8.

Gutierrez Wealth Advisory first reported a position in CGGO in Q4 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Gutierrez Wealth Advisory held 222,757 shares of Capital Group Global Growth Equity ETF worth $9.43M as of Q2 2026.
Gutierrez Wealth Advisory sold 14,528 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $566K.
Capital Group Global Growth Equity ETF made up 5.45% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #8 holding.
Gutierrez Wealth Advisory first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 7 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.