HBK Sorce Advisory’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

HBK Sorce 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	$280K	Hold	6,872	–	–	0.01%	525
2026 Q1	$273K	Sell	6,872 -191	-3%	-$6.8K	0.01%	514
2025 Q4	$255K	Sell	7,063 -178	-2%	-$6.15K	0.01%	517
2025 Q3	$249K	Buy	7,241 +2	+0%	+$66	0.01%	519
2025 Q2	$231K	Hold	7,239	–	–	0.01%	517
2025 Q1	$205K	Buy	7,239 +250	+4%	+$7.43K	0.01%	538
2024 Q4	$204K	Buy	6,989 +251	+4%	+$7.53K	0.01%	537
2024 Q3	$203K	Buy	+6,738	New	+$197K	0.01%	546

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

HBK Sorce Advisory's CGGO Position: Q2 2026 in Review

HBK Sorce Advisory held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q2 2026 at 6,872 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #525.

HBK Sorce Advisory first reported a position in CGGO in Q3 2024 and has held it in 8 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

HBK Sorce Advisory held 6,872 shares of Capital Group Global Growth Equity ETF worth $280K as of Q2 2026.
HBK Sorce Advisory left its Capital Group Global Growth Equity ETF share count unchanged in Q2 2026.
Capital Group Global Growth Equity ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #525 holding.
HBK Sorce Advisory first reported a position in Capital Group Global Growth Equity ETF in Q3 2024 and has held it in 8 quarters since.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.