LVW Advisors
CGGO icon

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

LVW 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 		$40.6M Buy
1,020,330
+65,059
+7% +$2.61M 3.42% 7
2026
Q2 		$40.4M Sell
955,271
-88,946
-9% -$3.46M 3.49% 6
2026
Q1 		$34.8M Sell
1,044,217
-23,524
-2% -$837K 3.32% 9
2025
Q4 		$37M Buy
1,067,741
+39,276
+4% +$1.36M 3.75% 7
2025
Q3 		$35.1M Buy
1,028,465
+81,900
+9% +$2.68M 3.59% 6
2025
Q2 		$30.3M Buy
946,565
+177,841
+23% +$5.25M 3.3% 7
2025
Q1 		$21.8M Buy
768,724
+128,554
+20% +$3.82M 2.6% 9
2024
Q4 		$18.7M Buy
640,170
+98,847
+18% +$2.96M 2.25% 10
2024
Q3 		$16.3M Buy
541,323
+88,346
+20% +$2.59M 2.08% 10
2024
Q2 		$13.3M Buy
452,977
+65,556
+17% +$1.9M 1.95% 10
2024
Q1 		$11.2M Buy
387,421
+212,373
+121% +$5.78M 1.89% 10
2023
Q4 		$4.5M Buy
175,048
+103,100
+143% +$2.48M 0.84% 24
2023
Q3 		$1.65M Buy
71,948
+32,902
+84% +$789K 0.34% 63
2023
Q2 		$948K Buy
39,046
+1,220
+3% +$28.7K 0.18% 87
2023
Q1 		$872K Sell
37,826
-17,876
-32% -$399K 0.17% 91
2022
Q4 		$1.17M Buy
+55,702
New +$1.14M 0.24% 83

Other funds holding CGGO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Wealth Science Advisors
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

LVW Advisors's CGGO Position: Q3 2026 in Review

LVW Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 6.8% in Q3 2026, buying an estimated $2.61M and bringing the position to 1,020,330 shares worth $40.6M. The position accounts for 3.42% of the portfolio, ranked #7.

LVW Advisors first reported a position in CGGO in Q4 2022 and has held it in 16 quarters since. 166 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

  • LVW Advisors held 1,020,330 shares of Capital Group Global Growth Equity ETF worth $40.6M as of Q3 2026.
  • LVW Advisors bought 65,059 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $2.61M.
  • Capital Group Global Growth Equity ETF made up 3.42% of LVW Advisors's portfolio in Q3 2026, its #7 holding.
  • LVW Advisors first reported a position in Capital Group Global Growth Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • 166 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.