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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
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 $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lantern Wealth Advisors's CGGO Position: Q1 2026 in Review

Lantern Wealth Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 13% in Q1 2026, buying an estimated $90.7K and bringing the position to 22,360 shares worth $746K. The position accounts for 0.38% of the portfolio, ranked #69.

Lantern Wealth Advisors first reported a position in CGGO in Q2 2025 and has held it in 4 quarters since. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

  • Lantern Wealth Advisors held 22,360 shares of Capital Group Global Growth Equity ETF worth $746K as of Q1 2026.
  • Lantern Wealth Advisors bought 2,547 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $90.7K.
  • Capital Group Global Growth Equity ETF made up 0.38% of Lantern Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • Lantern Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.