Jones Financial Companies’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Jones Financial Companies’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	$266M	Buy	6,460,417 +1,033,853	+19%	+$40.2M	0.11%	100
2026 Q1	$177M	Buy	5,426,564 +1,244,368	+30%	+$44.3M	0.08%	118
2025 Q4	$145M	Buy	4,182,196 +603,782	+17%	+$20.9M	0.09%	76
2025 Q3	$121M	Buy	3,578,414 +632,392	+21%	+$20.7M	0.08%	79
2025 Q2	$94.8M	Buy	2,946,022 +982,500	+50%	+$29M	0.07%	87
2025 Q1	$55.8M	Buy	1,963,522 +628,515	+47%	+$18.7M	0.05%	100
2024 Q4	$39M	Buy	1,335,007 +480,012	+56%	+$14.4M	0.04%	106
2024 Q3	$25.9M	Buy	854,995 +435,466	+104%	+$12.8M	0.03%	114
2024 Q2	$12.4M	Buy	419,529 +304,280	+264%	+$8.8M	0.01%	134
2024 Q1	$3.32M	Buy	115,249 +106,607	+1,234%	+$2.9M	﹤0.01%	164
2023 Q4	$222K	Buy	+8,642	New	+$208K	﹤0.01%	314

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

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies's CGGO Position: Q2 2026 in Review

Jones Financial Companies increased its Capital Group Global Growth Equity ETF (CGGO) stake by 19% in Q2 2026, buying an estimated $40.2M and bringing the position to 6,460,417 shares worth $266M. The position accounts for 0.11% of the portfolio, ranked #100.

Jones Financial Companies first reported a position in CGGO in Q4 2023 and has held it in 11 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Jones Financial Companies held 6,460,417 shares of Capital Group Global Growth Equity ETF worth $266M as of Q2 2026.
Jones Financial Companies bought 1,033,853 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $40.2M.
Capital Group Global Growth Equity ETF made up 0.11% of Jones Financial Companies's portfolio in Q2 2026, its #100 holding.
Jones Financial Companies first reported a position in Capital Group Global Growth Equity ETF in Q4 2023 and has held it in 11 quarters since.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.