Investment Planning Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Investment Planning Advisors’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	$874K	Buy	20,637 +367	+2%	+$14.3K	0.2%	50
2026 Q1	$676K	Buy	20,270 +387	+2%	+$13.8K	0.19%	56
2025 Q4	$689K	Buy	19,883 +295	+2%	+$10.2K	0.2%	48
2025 Q3	$669K	Buy	19,588 +1,039	+6%	+$34.1K	0.21%	48
2025 Q2	$593K	Sell	18,549 -296,713	-94%	-$8.76M	0.21%	45
2025 Q1	$8.93M	Buy	315,262 +20,843	+7%	+$619K	3.63%	11
2024 Q4	$8.6M	Buy	294,419 +43,281	+17%	+$1.3M	3.76%	11
2024 Q3	$7.39M	Hold	251,138	–	–	3.77%	10
2024 Q2	$7.39M	Buy	+251,138	New	+$7.26M	3.77%	10

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

Investment Planning Advisors's CGGO Position: Q2 2026 in Review

Investment Planning Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 1.8% in Q2 2026, buying an estimated $14.3K and bringing the position to 20,637 shares worth $874K. The position accounts for 0.2% of the portfolio, ranked #50.

Investment Planning Advisors first reported a position in CGGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.93M in Q1 2025. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Investment Planning Advisors held 20,637 shares of Capital Group Global Growth Equity ETF worth $874K as of Q2 2026.
Investment Planning Advisors bought 367 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $14.3K.
Capital Group Global Growth Equity ETF made up 0.2% of Investment Planning Advisors's portfolio in Q2 2026, its #50 holding.
Investment Planning Advisors first reported a position in Capital Group Global Growth Equity ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's Capital Group Global Growth Equity ETF position peaked at $8.93M in Q1 2025.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.