LWM
CGGO icon

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

LongView 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 		$3.59M Sell
84,928
-317
-0.4% -$12.3K 0.92% 27
2026
Q1 		$3.15M Sell
85,245
-3,784
-4% -$135K 0.79% 35
2025
Q4 		$3.22M Buy
89,029
+5,220
+6% +$180K 0.78% 34
2025
Q3 		$2.86M Buy
83,809
+12,336
+17% +$404K 0.78% 35
2025
Q2 		$2.28M Buy
71,473
+4,527
+7% +$134K 0.69% 38
2025
Q1 		$1.9M Buy
66,946
+2,040
+3% +$60.6K 0.57% 42
2024
Q4 		$1.9M Buy
64,906
+6,920
+12% +$208K 0.58% 40
2024
Q3 		$1.75M Buy
57,986
+16,615
+40% +$487K 0.56% 40
2024
Q2 		$1.22M Buy
41,371
+4,512
+12% +$130K 0.45% 50
2024
Q1 		$1.06M Buy
36,859
+12,871
+54% +$350K 0.42% 53
2023
Q4 		$611K Buy
+23,988
New +$576K 0.27% 81

Other funds holding CGGO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

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

LongView Wealth Management reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 0.37% in Q2 2026, selling an estimated $12.3K and leaving 84,928 shares worth $3.59M. The position accounts for 0.92% of the portfolio, ranked #27.

LongView Wealth Management first reported a position in CGGO in Q4 2023 and has held it in 11 quarters since. 70 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • LongView Wealth Management held 84,928 shares of Capital Group Global Growth Equity ETF worth $3.59M as of Q2 2026.
  • LongView Wealth Management sold 317 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $12.3K.
  • Capital Group Global Growth Equity ETF made up 0.92% of LongView Wealth Management's portfolio in Q2 2026, its #27 holding.
  • LongView Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 70 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.