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J. Derek Lewis & Associates’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

J. Derek Lewis & Associates’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 		$30.7M Buy
725,248
+68,270
+10% +$2.66M 5.8% 3
2026
Q1 		$22M Buy
656,978
+72,716
+12% +$2.59M 4.94% 5
2025
Q4 		$20.2M Buy
+584,262
New +$20.2M 4.74% 5

Other funds holding CGGO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FC
Financial Council Towson, Maryland $308M AUM 28.8% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J. Derek Lewis & Associates's CGGO Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Capital Group Global Growth Equity ETF (CGGO) stake by 10% in Q2 2026, buying an estimated $2.66M and bringing the position to 725,248 shares worth $30.7M. The position accounts for 5.8% of the portfolio, ranked #3.

J. Derek Lewis & Associates first reported a position in CGGO in Q4 2025 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • J. Derek Lewis & Associates held 725,248 shares of Capital Group Global Growth Equity ETF worth $30.7M as of Q2 2026.
  • J. Derek Lewis & Associates bought 68,270 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $2.66M.
  • Capital Group Global Growth Equity ETF made up 5.8% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #3 holding.
  • J. Derek Lewis & Associates first reported a position in Capital Group Global Growth Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.