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 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

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

Lantz Financial's CGGO Position: Q2 2026 in Review

Lantz Financial increased its Capital Group Global Growth Equity ETF (CGGO) stake by 6.8% in Q2 2026, buying an estimated $27K and bringing the position to 10,893 shares worth $461K. The position accounts for 0.08% of the portfolio, ranked #184.

Lantz Financial first reported a position in CGGO in Q1 2023 and has held it in 14 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Lantz Financial held 10,893 shares of Capital Group Global Growth Equity ETF worth $461K as of Q2 2026.
Lantz Financial bought 693 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $27K.
Capital Group Global Growth Equity ETF made up 0.08% of Lantz Financial's portfolio in Q2 2026, its #184 holding.
Lantz Financial first reported a position in Capital Group Global Growth Equity ETF in Q1 2023 and has held it in 14 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.