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

Mather Group’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	$107K	Sell	2,537 -257	-9%	-$10K	﹤0.01%	926
2026 Q1	$93.2K	Buy	+2,794	New	+$99.5K	﹤0.01%	907
2025 Q4	–	Sell	-2,794	Closed	-$95.5K	–	815
2025 Q3	$95.5K	Buy	+2,794	New	+$91.6K	﹤0.01%	777
2025 Q2	–	Sell	-2,794	Closed	-$79.2K	–	799
2025 Q1	$79.2K	Hold	2,794	–	–	﹤0.01%	805
2024 Q4	$81.6K	Hold	2,794	–	–	﹤0.01%	776
2024 Q3	$84.2K	Hold	2,794	–	–	﹤0.01%	773
2024 Q2	$80.5K	Hold	2,794	–	–	﹤0.01%	867
2024 Q1	$71.9K	Buy	+2,794	New	+$76.1K	﹤0.01%	792

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

Mather Group's CGGO Position: Q2 2026 in Review

Mather Group reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 9.2% in Q2 2026, selling an estimated $10K and leaving 2,537 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Mather Group first reported a position in CGGO in Q1 2024 and has held it in 8 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Mather Group held 2,537 shares of Capital Group Global Growth Equity ETF worth $107K as of Q2 2026.
Mather Group sold 257 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $10K.
Capital Group Global Growth Equity ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #926 holding.
Mather Group first reported a position in Capital Group Global Growth Equity ETF in Q1 2024 and has held it in 8 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.