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 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 $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies's CGGO Position: Q1 2026 in Review

Jones Financial Companies increased its Capital Group Global Growth Equity ETF (CGGO) stake by 30% in Q1 2026, buying an estimated $44.3M and bringing the position to 5,426,564 shares worth $177M. The position accounts for 0.08% of the portfolio, ranked #118.

Jones Financial Companies first reported a position in CGGO in Q4 2023 and has held it in 10 quarters since. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

Jones Financial Companies held 5,426,564 shares of Capital Group Global Growth Equity ETF worth $177M as of Q1 2026.
Jones Financial Companies bought 1,244,368 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $44.3M.
Capital Group Global Growth Equity ETF made up 0.08% of Jones Financial Companies's portfolio in Q1 2026, its #118 holding.
Jones Financial Companies first reported a position in Capital Group Global Growth Equity ETF in Q4 2023 and has held it in 10 quarters since.
414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.