Leonard Rickey Investment Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Leonard Rickey Investment 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 Q2	$4.85M	Sell	114,471 -1,339	-1%	-$52.1K	0.76%	23
2026 Q1	$3.86M	Sell	115,810 -35	-0%	-$1.25K	0.67%	24
2025 Q4	$4.01M	Buy	115,845 +1,157	+1%	+$40K	0.73%	23
2025 Q3	$3.92M	Buy	114,688 +148	+0.1%	+$4.85K	0.74%	23
2025 Q2	$3.66M	Sell	114,540 -424	-0.4%	-$12.5K	0.73%	24
2025 Q1	$3.17M	Buy	114,964 +1,901	+2%	+$56.5K	0.68%	23
2024 Q4	$3.3M	Buy	113,063 +40,701	+56%	+$1.22M	0.76%	21
2024 Q3	$2.18M	Buy	72,362 +1,435	+2%	+$42K	0.5%	27
2024 Q2	$2.09M	Sell	70,927 -3,005	-4%	-$86.9K	0.5%	27
2024 Q1	$2.13M	Sell	73,932 -13,322	-15%	-$363K	0.55%	25
2023 Q4	$2.25M	Sell	87,254 -4,537	-5%	-$109K	0.67%	21
2023 Q3	$2.1M	Buy	+91,791	New	+$2.2M	0.69%	21

Other funds holding CGGO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Leonard Rickey Investment Advisors's CGGO Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 1.2% in Q2 2026, selling an estimated $52.1K and leaving 114,471 shares worth $4.85M. The position accounts for 0.76% of the portfolio, ranked #23.

Leonard Rickey Investment Advisors first reported a position in CGGO in Q3 2023 and has held it in 12 quarters since. 202 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Leonard Rickey Investment Advisors held 114,471 shares of Capital Group Global Growth Equity ETF worth $4.85M as of Q2 2026.
Leonard Rickey Investment Advisors sold 1,339 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $52.1K.
Capital Group Global Growth Equity ETF made up 0.76% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #23 holding.
Leonard Rickey Investment Advisors first reported a position in Capital Group Global Growth Equity ETF in Q3 2023 and has held it in 12 quarters since.
202 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.