Lantz Financial
CGGO icon

Lantz Financial’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Lantz Financial’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 		$484K Buy
12,156
+1,263
+12% +$50.7K 0.09% 186
2026
Q2 		$461K Buy
10,893
+693
+7% +$27K 0.08% 184
2026
Q1 		$340K Buy
10,200
+179
+2% +$6.37K 0.07% 200
2025
Q4 		$347K Buy
10,021
+617
+7% +$21.3K 0.07% 195
2025
Q3 		$321K Hold
9,404
– – 0.07% 199
2025
Q2 		$301K Sell
9,404
-1,248
-12% -$36.8K 0.07% 181
2025
Q1 		$302K Hold
10,652
– – 0.08% 174
2024
Q4 		$311K Buy
10,652
+1,278
+14% +$38.3K 0.08% 174
2024
Q3 		$283K Buy
9,374
+398
+4% +$11.7K 0.08% 186
2024
Q2 		$264K Hold
8,976
– – 0.08% 176
2024
Q1 		$259K Hold
8,976
– – 0.08% 176
2023
Q4 		$231K Buy
8,976
+186
+2% +$4.47K 0.08% 181
2023
Q3 		$201K Hold
8,790
– – 0.08% 180
2023
Q2 		$214K Hold
8,790
– – 0.08% 177
2023
Q1 		$203K Buy
+8,790
New +$196K 0.08% 183

Other funds holding CGGO

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

Lantz Financial's CGGO Position: Q3 2026 in Review

Lantz Financial increased its Capital Group Global Growth Equity ETF (CGGO) stake by 12% in Q3 2026, buying an estimated $50.7K and bringing the position to 12,156 shares worth $484K. The position accounts for 0.09% of the portfolio, ranked #186.

Lantz Financial first reported a position in CGGO in Q1 2023 and has held it in 15 quarters since. 131 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

  • Lantz Financial held 12,156 shares of Capital Group Global Growth Equity ETF worth $484K as of Q3 2026.
  • Lantz Financial bought 1,263 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $50.7K.
  • Capital Group Global Growth Equity ETF made up 0.09% of Lantz Financial's portfolio in Q3 2026, its #186 holding.
  • Lantz Financial first reported a position in Capital Group Global Growth Equity ETF in Q1 2023 and has held it in 15 quarters since.
  • 131 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.