Kestra Private Wealth Services’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Kestra Private Wealth Services’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	$4.47M	Buy	105,519 +9,823	+10%	+$382K	0.05%	371
2026 Q1	$3.19M	Buy	95,696 +12,642	+15%	+$450K	0.04%	427
2025 Q4	$2.88M	Buy	83,054 +45,941	+124%	+$1.59M	0.04%	436
2025 Q3	$1.27M	Buy	37,113 +3,818	+11%	+$125K	0.02%	681
2025 Q2	$1.06M	Buy	33,295 +6,225	+23%	+$184K	0.02%	726
2025 Q1	$767K	Buy	+27,070	New	+$804K	0.01%	781

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 22.9% 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 Private Wealth Services's CGGO Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Capital Group Global Growth Equity ETF (CGGO) stake by 10% in Q2 2026, buying an estimated $382K and bringing the position to 105,519 shares worth $4.47M. The position accounts for 0.05% of the portfolio, ranked #371.

Kestra Private Wealth Services first reported a position in CGGO in Q1 2025 and has held it in 6 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Kestra Private Wealth Services held 105,519 shares of Capital Group Global Growth Equity ETF worth $4.47M as of Q2 2026.
Kestra Private Wealth Services bought 9,823 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $382K.
Capital Group Global Growth Equity ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q2 2026, its #371 holding.
Kestra Private Wealth Services first reported a position in Capital Group Global Growth Equity ETF in Q1 2025 and has held it in 6 quarters since.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.