Jacobi Capital Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Jacobi Capital Management’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	$2.71M	Buy	64,138 +19,150	+43%	+$745K	0.13%	145
2026 Q1	$1.5M	Buy	44,988 +7,844	+21%	+$279K	0.08%	222
2025 Q4	$1.29M	Buy	37,144 +9,847	+36%	+$340K	0.07%	248
2025 Q3	$933K	Buy	+27,297	New	+$895K	0.06%	285

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

Jacobi Capital Management's CGGO Position: Q2 2026 in Review

Jacobi Capital Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 43% in Q2 2026, buying an estimated $745K and bringing the position to 64,138 shares worth $2.71M. The position accounts for 0.13% of the portfolio, ranked #145.

Jacobi Capital Management first reported a position in CGGO in Q3 2025 and has held it in 4 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Jacobi Capital Management held 64,138 shares of Capital Group Global Growth Equity ETF worth $2.71M as of Q2 2026.
Jacobi Capital Management bought 19,150 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $745K.
Capital Group Global Growth Equity ETF made up 0.13% of Jacobi Capital Management's portfolio in Q2 2026, its #145 holding.
Jacobi Capital Management first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and has held it in 4 quarters since.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.