Legacy Capital Wealth Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Legacy Capital Wealth Management’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	$1.47M	Sell	34,708 -524	-1%	-$20.4K	0.68%	38
2026 Q1	$1.18M	Sell	35,232 -28	-0.1%	-$997	0.68%	38
2025 Q4	$1.22M	Buy	+35,260	New	+$1.22M	0.74%	37
2024 Q4	$4.18M	Buy	+142,965	New	+$4.29M	4.15%	5

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 22.9% 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

Legacy Capital Wealth Management's CGGO Position: Q2 2026 in Review

Legacy Capital Wealth Management reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 1.5% in Q2 2026, selling an estimated $20.4K and leaving 34,708 shares worth $1.47M. The position accounts for 0.68% of the portfolio, ranked #38.

Legacy Capital Wealth Management first reported a position in CGGO in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.18M in Q4 2024. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Legacy Capital Wealth Management held 34,708 shares of Capital Group Global Growth Equity ETF worth $1.47M as of Q2 2026.
Legacy Capital Wealth Management sold 524 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $20.4K.
Capital Group Global Growth Equity ETF made up 0.68% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #38 holding.
Legacy Capital Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 4 quarters since.
Legacy Capital Wealth Management's Capital Group Global Growth Equity ETF position peaked at $4.18M in Q4 2024.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.