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

Lodestone 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	$1.21M	Sell	28,656 -2,729	-9%	-$106K	0.43%	67
2026 Q1	$1.05M	Buy	31,385 +6,167	+24%	+$220K	0.42%	67
2025 Q4	$874K	Buy	25,218 +1,226	+5%	+$42.4K	0.36%	71
2025 Q3	$820K	Buy	23,992 +1,260	+6%	+$41.3K	0.37%	72
2025 Q2	$727K	Buy	22,732 +2,350	+12%	+$69.3K	0.35%	71
2025 Q1	$577K	Buy	20,382 +225	+1%	+$6.69K	0.31%	78
2024 Q4	$589K	Buy	20,157 +1,286	+7%	+$38.6K	0.3%	80
2024 Q3	$569K	Buy	18,871 +3,074	+19%	+$90K	0.28%	78
2024 Q2	$465K	Sell	15,797 -520	-3%	-$15K	0.25%	99
2024 Q1	$470K	Buy	16,317 +2,869	+21%	+$78.1K	0.25%	99
2023 Q4	$346K	Buy	+13,448	New	+$323K	0.2%	109

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

Lodestone Wealth Management's CGGO Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 8.7% in Q2 2026, selling an estimated $106K and leaving 28,656 shares worth $1.21M. The position accounts for 0.43% of the portfolio, ranked #67.

Lodestone Wealth Management first reported a position in CGGO in Q4 2023 and has held it in 11 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Lodestone Wealth Management held 28,656 shares of Capital Group Global Growth Equity ETF worth $1.21M as of Q2 2026.
Lodestone Wealth Management sold 2,729 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $106K.
Capital Group Global Growth Equity ETF made up 0.43% of Lodestone Wealth Management's portfolio in Q2 2026, its #67 holding.
Lodestone Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q4 2023 and has held it in 11 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.