Kingswood Wealth Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Kingswood Wealth Advisors’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	$4.19M	Sell	99,011 -2,554	-3%	-$99.4K	0.17%	141
2026 Q1	$3.39M	Sell	101,565 -2,316	-2%	-$82.4K	0.16%	148
2025 Q4	$3.6M	Buy	103,881 +96,315	+1,273%	+$3.33M	0.17%	134
2025 Q3	$259K	Sell	7,566 -5,564	-42%	-$182K	0.02%	675
2025 Q2	$420K	Sell	13,130 -4,826	-27%	-$142K	0.03%	462
2025 Q1	$509K	Sell	17,956 -1,240	-6%	-$36.8K	0.05%	391
2024 Q4	$561K	Sell	19,196 -2,841	-13%	-$85.2K	0.04%	408
2024 Q3	$664K	Buy	+22,037	New	+$645K	0.05%	383

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

Kingswood Wealth Advisors's CGGO Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 2.5% in Q2 2026, selling an estimated $99.4K and leaving 99,011 shares worth $4.19M. The position accounts for 0.17% of the portfolio, ranked #141.

Kingswood Wealth Advisors first reported a position in CGGO in Q3 2024 and has held it in 8 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Kingswood Wealth Advisors held 99,011 shares of Capital Group Global Growth Equity ETF worth $4.19M as of Q2 2026.
Kingswood Wealth Advisors sold 2,554 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $99.4K.
Capital Group Global Growth Equity ETF made up 0.17% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #141 holding.
Kingswood Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q3 2024 and has held it in 8 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.