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

KWB Wealth’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 Q3	$13.1M	Sell	328,448 -159,977	-33%	-$6.43M	1.12%	25
2026 Q2	$20.7M	Buy	488,425 +111,537	+30%	+$4.34M	1.77%	16
2026 Q1	$13.1M	Sell	376,888 -2,317	-0.6%	-$82.5K	1.29%	24
2025 Q4	$13.1M	Buy	379,205 +130,058	+52%	+$4.49M	1.24%	24
2025 Q3	$7.97M	Buy	249,147 +73,137	+42%	+$2.4M	0.88%	28
2025 Q2	$4.99M	Buy	176,010 +54,470	+45%	+$1.61M	0.61%	34
2025 Q1	$3.55M	Buy	121,540 +89,058	+274%	+$2.65M	0.43%	39
2024 Q4	$979K	Buy	+32,482	New	+$974K	0.12%	63

Other funds holding CGGO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWB Wealth's CGGO Position: Q3 2026 in Review

KWB Wealth reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 33% in Q3 2026, selling an estimated $6.43M and leaving 328,448 shares worth $13.1M. The position accounts for 1.12% of the portfolio, ranked #25.

KWB Wealth first reported a position in CGGO in Q4 2024 and has held it in 8 quarters since. The position peaked at $20.7M in Q2 2026. 81 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

KWB Wealth held 328,448 shares of Capital Group Global Growth Equity ETF worth $13.1M as of Q3 2026.
KWB Wealth sold 159,977 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $6.43M.
Capital Group Global Growth Equity ETF made up 1.12% of KWB Wealth's portfolio in Q3 2026, its #25 holding.
KWB Wealth first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 8 quarters since.
KWB Wealth's Capital Group Global Growth Equity ETF position peaked at $20.7M in Q2 2026.
81 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.