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

Kestra Investment 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	$20.5M	Sell	483,526 -233,371	-33%	-$9.08M	0.4%	49
2026 Q1	$23.9M	Buy	716,897 +342,401	+91%	+$12.2M	0.41%	46
2025 Q4	$13M	Buy	374,496 +47,833	+15%	+$1.65M	0.32%	49
2025 Q3	$11.2M	Sell	326,663 -126,211	-28%	-$4.14M	0.3%	48
2025 Q2	$13.8M	Buy	452,874 +254,661	+128%	+$7.51M	0.21%	56
2025 Q1	$5.62M	Buy	198,213 +19,255	+11%	+$572K	0.18%	58
2024 Q4	$5.23M	Buy	178,958 +29,325	+20%	+$879K	0.21%	59
2024 Q3	$4.51M	Buy	149,633 +38,261	+34%	+$1.12M	0.19%	60
2024 Q2	$3.28M	Buy	+111,372	New	+$3.22M	0.22%	58

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

Kestra Investment Management's CGGO Position: Q2 2026 in Review

Kestra Investment Management reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 33% in Q2 2026, selling an estimated $9.08M and leaving 483,526 shares worth $20.5M. The position accounts for 0.4% of the portfolio, ranked #49.

Kestra Investment Management first reported a position in CGGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $23.9M in Q1 2026. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Kestra Investment Management held 483,526 shares of Capital Group Global Growth Equity ETF worth $20.5M as of Q2 2026.
Kestra Investment Management sold 233,371 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $9.08M.
Capital Group Global Growth Equity ETF made up 0.4% of Kestra Investment Management's portfolio in Q2 2026, its #49 holding.
Kestra Investment Management first reported a position in Capital Group Global Growth Equity ETF in Q2 2024 and has held it in 9 quarters since.
Kestra Investment Management's Capital Group Global Growth Equity ETF position peaked at $23.9M in Q1 2026.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.