J.W. Cole Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

J.W. Cole 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	$5.56M	Buy	+131,392	New	+$5.12M	0.1%	219
2026 Q1	–	Sell	-110,697	Closed	-$3.77M	–	866
2025 Q4	$3.77M	Buy	110,697 +16,104	+17%	+$556K	0.09%	220
2025 Q3	$3.23M	Buy	94,593 +12,219	+15%	+$400K	0.06%	302
2025 Q2	$2.63M	Buy	82,374 +7,924	+11%	+$234K	0.06%	324
2025 Q1	$2.11M	Buy	74,450 +56,327	+311%	+$1.67M	0.07%	302
2024 Q4	$530K	Buy	18,123 +4,107	+29%	+$123K	0.02%	589
2024 Q3	$423K	Buy	14,016 +328	+2%	+$9.61K	0.02%	659
2024 Q2	$403K	Buy	13,688 +4,050	+42%	+$117K	0.02%	586
2024 Q1	$278K	Buy	9,638 +27	+0.3%	+$735	0.01%	714
2023 Q4	$247K	Hold	9,611	–	–	0.01%	702
2023 Q3	$220K	Buy	9,611 +986	+11%	+$23.6K	0.02%	653
2023 Q2	$210K	Buy	+8,625	New	+$203K	0.01%	695

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

J.W. Cole Advisors's CGGO Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Capital Group Global Growth Equity ETF (CGGO) in Q2 2026: 131,392 shares worth $5.56M. The stake represents 0.1% of the portfolio and ranks #219 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CGGO as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CGGO in Q2 2023 and has held it in 12 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

J.W. Cole Advisors held 131,392 shares of Capital Group Global Growth Equity ETF worth $5.56M as of Q2 2026.
Capital Group Global Growth Equity ETF was a new J.W. Cole Advisors position in Q2 2026.
Capital Group Global Growth Equity ETF made up 0.1% of J.W. Cole Advisors's portfolio in Q2 2026, its #219 holding.
J.W. Cole Advisors first reported a position in Capital Group Global Growth Equity ETF in Q2 2023 and has held it in 12 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.