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

Lantern 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	$1.02M	Buy	24,021 +1,661	+7%	+$64.7K	0.47%	57
2026 Q1	$746K	Buy	22,360 +2,547	+13%	+$90.7K	0.38%	69
2025 Q4	$687K	Buy	19,813 +9,195	+87%	+$318K	0.36%	74
2025 Q3	$363K	Buy	10,618 +3,712	+54%	+$122K	0.19%	111
2025 Q2	$221K	Buy	+6,906	New	+$204K	0.13%	137

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

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

Lantern Wealth Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 7.4% in Q2 2026, buying an estimated $64.7K and bringing the position to 24,021 shares worth $1.02M. The position accounts for 0.47% of the portfolio, ranked #57.

Lantern Wealth Advisors first reported a position in CGGO in Q2 2025 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Lantern Wealth Advisors held 24,021 shares of Capital Group Global Growth Equity ETF worth $1.02M as of Q2 2026.
Lantern Wealth Advisors bought 1,661 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $64.7K.
Capital Group Global Growth Equity ETF made up 0.47% of Lantern Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Lantern Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q2 2025 and has held it in 5 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.