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 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

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

LifeGoal Wealth Advisors's CGGO Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 13% in Q2 2026, buying an estimated $2.46M and bringing the position to 536,940 shares worth $22.7M. The position accounts for 10.4% of the portfolio, ranked #1.

LifeGoal Wealth Advisors first reported a position in CGGO in Q4 2024 and has held it in 7 quarters since. 204 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

LifeGoal Wealth Advisors held 536,940 shares of Capital Group Global Growth Equity ETF worth $22.7M as of Q2 2026.
LifeGoal Wealth Advisors bought 63,101 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $2.46M.
Capital Group Global Growth Equity ETF made up 10.4% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #1 holding.
LifeGoal Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 7 quarters since.
204 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.