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

Larson Financial Group’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	$412K	Buy	9,733 +2,500	+35%	+$97.3K	0.01%	613
2026 Q1	$241K	Buy	7,233 +858	+13%	+$30.5K	0.01%	666
2025 Q4	$221K	Hold	6,375	–	–	0.01%	674
2025 Q3	$218K	Buy	6,375 +3,125	+96%	+$102K	0.01%	670
2025 Q2	$104K	Hold	3,250	–	–	﹤0.01%	837
2025 Q1	$92.1K	Hold	3,250	–	–	﹤0.01%	818
2024 Q4	$95K	Buy	3,250 +340	+12%	+$10.2K	﹤0.01%	742
2024 Q3	$87.7K	Hold	2,910	–	–	0.01%	761
2024 Q2	$85.7K	Hold	2,910	–	–	0.01%	687
2024 Q1	$83.8K	Hold	2,910	–	–	0.01%	580
2023 Q4	$74.9K	Buy	2,910 +1,000	+52%	+$24K	0.01%	546
2023 Q3	$43.8K	Hold	1,910	–	–	﹤0.01%	647
2023 Q2	$46.4K	Buy	1,910 +1,050	+122%	+$24.7K	﹤0.01%	575
2023 Q1	$19.8K	Buy	+860	New	+$19.2K	﹤0.01%	741

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

Larson Financial Group's CGGO Position: Q2 2026 in Review

Larson Financial Group increased its Capital Group Global Growth Equity ETF (CGGO) stake by 35% in Q2 2026, buying an estimated $97.3K and bringing the position to 9,733 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #613.

Larson Financial Group 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.

Larson Financial Group held 9,733 shares of Capital Group Global Growth Equity ETF worth $412K as of Q2 2026.
Larson Financial Group bought 2,500 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $97.3K.
Capital Group Global Growth Equity ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #613 holding.
Larson Financial Group 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 Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.