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 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 $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HBK Sorce Advisory's CGGO Position: Q1 2026 in Review

HBK Sorce Advisory reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 2.7% in Q1 2026, selling an estimated $6.8K and leaving 6,872 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #514.

HBK Sorce Advisory first reported a position in CGGO in Q3 2024 and has held it in 7 quarters since. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

HBK Sorce Advisory held 6,872 shares of Capital Group Global Growth Equity ETF worth $273K as of Q1 2026.
HBK Sorce Advisory sold 191 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $6.8K.
Capital Group Global Growth Equity ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #514 holding.
HBK Sorce Advisory first reported a position in Capital Group Global Growth Equity ETF in Q3 2024 and has held it in 7 quarters since.
414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.