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 Q3	$3.26M	Sell	81,853 -3,075	-4%	-$124K	0.79%	36
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

LongView Wealth Management's CGGO Position: Q3 2026 in Review

LongView Wealth Management reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 3.6% in Q3 2026, selling an estimated $124K and leaving 81,853 shares worth $3.26M. The position accounts for 0.79% of the portfolio, ranked #36.

LongView Wealth Management first reported a position in CGGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.59M in Q2 2026. 123 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

LongView Wealth Management held 81,853 shares of Capital Group Global Growth Equity ETF worth $3.26M as of Q3 2026.
LongView Wealth Management sold 3,075 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $124K.
Capital Group Global Growth Equity ETF made up 0.79% of LongView Wealth Management's portfolio in Q3 2026, its #36 holding.
LongView Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's Capital Group Global Growth Equity ETF position peaked at $3.59M in Q2 2026.
123 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.