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LifeGoal Wealth Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

LifeGoal Wealth 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
Q3 		$23.2M Buy
583,487
+46,547
+9% +$1.87M 7.08% 2
2026
Q2 		$22.7M Buy
536,940
+63,101
+13% +$2.46M 10.4% 1
2026
Q1 		$16.1M Buy
473,839
+56,762
+14% +$2.02M 9.21% 2
2025
Q4 		$14.5M Buy
417,077
+79,775
+24% +$2.76M 9.63% 2
2025
Q3 		$11.5M Buy
337,302
+42,209
+14% +$1.38M 9.57% 2
2025
Q2 		$9.43M Sell
295,093
-14,866
-5% -$439K 8.97% 3
2025
Q1 		$8.77M Sell
309,959
-24,947
-7% -$741K 9.48% 2
2024
Q4 		$9.79M Buy
+334,906
New +$10M 10.62% 2

Other funds holding CGGO

WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

LifeGoal Wealth Advisors's CGGO Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 8.7% in Q3 2026, buying an estimated $1.87M and bringing the position to 583,487 shares worth $23.2M. The position accounts for 7.08% of the portfolio, ranked #2.

LifeGoal Wealth Advisors first reported a position in CGGO in Q4 2024 and has held it in 8 quarters since. 20 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

  • LifeGoal Wealth Advisors held 583,487 shares of Capital Group Global Growth Equity ETF worth $23.2M as of Q3 2026.
  • LifeGoal Wealth Advisors bought 46,547 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $1.87M.
  • Capital Group Global Growth Equity ETF made up 7.08% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #2 holding.
  • LifeGoal Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • 20 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.