Lantern Wealth Advisors
CGGO icon

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
Q3 		$964K Buy
24,245
+224
+0.9% +$9K 0.42% 56
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

Wealth Enhancement Advisory Services
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Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Wealth Science Advisors
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Lantern Wealth Advisors's CGGO Position: Q3 2026 in Review

Lantern Wealth Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 0.93% in Q3 2026, buying an estimated $9K and bringing the position to 24,245 shares worth $964K. The position accounts for 0.42% of the portfolio, ranked #56.

Lantern Wealth Advisors first reported a position in CGGO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q2 2026. 131 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

  • Lantern Wealth Advisors held 24,245 shares of Capital Group Global Growth Equity ETF worth $964K as of Q3 2026.
  • Lantern Wealth Advisors bought 224 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $9K.
  • Capital Group Global Growth Equity ETF made up 0.42% of Lantern Wealth Advisors's portfolio in Q3 2026, its #56 holding.
  • Lantern Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • Lantern Wealth Advisors's Capital Group Global Growth Equity ETF position peaked at $1.02M in Q2 2026.
  • 131 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.