Heritage Trust’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Heritage Trust’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	$220K	Buy	+5,196	New	+$202K	0.02%	301

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

Heritage Trust's CGGO Position: Q2 2026 in Review

Heritage Trust opened a new position in Capital Group Global Growth Equity ETF (CGGO) in Q2 2026: 5,196 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #301 among its holdings.

453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Heritage Trust held 5,196 shares of Capital Group Global Growth Equity ETF worth $220K as of Q2 2026.
Capital Group Global Growth Equity ETF was a new Heritage Trust position in Q2 2026.
Capital Group Global Growth Equity ETF made up 0.02% of Heritage Trust's portfolio in Q2 2026, its #301 holding.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.