KW
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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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

KWB Wealth's CGGO Position: Q2 2026 in Review

KWB Wealth increased its Capital Group Global Growth Equity ETF (CGGO) stake by 30% in Q2 2026, buying an estimated $4.34M and bringing the position to 488,425 shares worth $20.7M. The position accounts for 1.77% of the portfolio, ranked #16.

KWB Wealth first reported a position in CGGO in Q4 2024 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • KWB Wealth held 488,425 shares of Capital Group Global Growth Equity ETF worth $20.7M as of Q2 2026.
  • KWB Wealth bought 111,537 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $4.34M.
  • Capital Group Global Growth Equity ETF made up 1.77% of KWB Wealth's portfolio in Q2 2026, its #16 holding.
  • KWB Wealth first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 70 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.