M Holdings Securities’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

M Holdings Securities’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	$518K	Buy	12,544 +104	+0.8%	+$4.05K	0.07%	123
2026 Q1	$458K	Sell	12,440 -370	-3%	-$13.2K	0.03%	260
2025 Q4	$444K	Buy	+12,810	New	+$443K	0.03%	260
2025 Q3	–	Sell	-11,472	Closed	-$368K	–	102
2025 Q2	$368K	Buy	+11,472	New	+$339K	0.06%	142

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

M Holdings Securities's CGGO Position: Q2 2026 in Review

M Holdings Securities increased its Capital Group Global Growth Equity ETF (CGGO) stake by 0.84% in Q2 2026, buying an estimated $4.05K and bringing the position to 12,544 shares worth $518K. The position accounts for 0.07% of the portfolio, ranked #123.

M Holdings Securities first reported a position in CGGO in Q2 2025 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

M Holdings Securities held 12,544 shares of Capital Group Global Growth Equity ETF worth $518K as of Q2 2026.
M Holdings Securities bought 104 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $4.05K.
Capital Group Global Growth Equity ETF made up 0.07% of M Holdings Securities's portfolio in Q2 2026, its #123 holding.
M Holdings Securities first reported a position in Capital Group Global Growth Equity ETF in Q2 2025 and has held it in 4 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.