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

HB 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 Q2	$1.47M	Buy	34,624 +12,500	+56%	+$487K	0.01%	579
2026 Q1	$738K	Sell	22,124 -3,895	-15%	-$139K	﹤0.01%	798
2025 Q4	$902K	Sell	26,019 -19	-0.1%	-$656	0.01%	666
2025 Q3	$890K	Buy	26,038 +14,445	+125%	+$473K	0.01%	647
2025 Q2	$371K	Buy	11,593 +1,543	+15%	+$45.5K	﹤0.01%	860
2025 Q1	$285K	Buy	10,050 +3,000	+43%	+$89.1K	﹤0.01%	994
2024 Q4	$206K	Buy	+7,050	New	+$211K	﹤0.01%	975

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

HB Wealth Management's CGGO Position: Q2 2026 in Review

HB Wealth Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 56% in Q2 2026, buying an estimated $487K and bringing the position to 34,624 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #579.

HB Wealth Management 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.

HB Wealth Management held 34,624 shares of Capital Group Global Growth Equity ETF worth $1.47M as of Q2 2026.
HB Wealth Management bought 12,500 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $487K.
Capital Group Global Growth Equity ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #579 holding.
HB Wealth Management 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 HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.