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

MAI Capital 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	$13.8M	Buy	326,963 +20,700	+7%	+$806K	0.05%	282
2026 Q1	$10.2M	Buy	306,263 +35,965	+13%	+$1.28M	0.06%	276
2025 Q4	$9.37M	Buy	270,298 +22,633	+9%	+$782K	0.05%	288
2025 Q3	$8.46M	Buy	247,665 +25,152	+11%	+$824K	0.05%	285
2025 Q2	$7.11M	Buy	222,513 +5,207	+2%	+$154K	0.05%	284
2025 Q1	$6.16M	Buy	217,306 +5,080	+2%	+$151K	0.05%	293
2024 Q4	$6.2M	Sell	212,226 -10,132	-5%	-$304K	0.05%	294
2024 Q3	$6.7M	Buy	222,358 +13,182	+6%	+$386K	0.06%	216
2024 Q2	$6.16M	Buy	209,176 +7,804	+4%	+$226K	0.06%	227
2024 Q1	$5.8M	Buy	+201,372	New	+$5.48M	0.06%	229

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

MAI Capital Management's CGGO Position: Q2 2026 in Review

MAI Capital Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 6.8% in Q2 2026, buying an estimated $806K and bringing the position to 326,963 shares worth $13.8M. The position accounts for 0.05% of the portfolio, ranked #282.

MAI Capital Management first reported a position in CGGO in Q1 2024 and has held it in 10 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

MAI Capital Management held 326,963 shares of Capital Group Global Growth Equity ETF worth $13.8M as of Q2 2026.
MAI Capital Management bought 20,700 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $806K.
Capital Group Global Growth Equity ETF made up 0.05% of MAI Capital Management's portfolio in Q2 2026, its #282 holding.
MAI Capital Management first reported a position in Capital Group Global Growth Equity ETF in Q1 2024 and has held it in 10 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.