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McKinley Carter Wealth Services’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

McKinley Carter Wealth Services’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
Q1 		– Sell
-5,803
Closed -$201K – 310
2025
Q4 		$201K Buy
+5,803
New +$200K 0.01% 317

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

McKinley Carter Wealth Services's CGGO Position: Q1 2026 in Review

McKinley Carter Wealth Services sold out of Capital Group Global Growth Equity ETF (CGGO) in Q1 2026, closing a stake of 5,803 shares — an estimated $201K sold.

McKinley Carter Wealth Services first reported a position in CGGO in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 417 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

  • McKinley Carter Wealth Services reported no remaining Capital Group Global Growth Equity ETF position as of Q1 2026 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 5,803 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $201K.
  • McKinley Carter Wealth Services first reported a position in Capital Group Global Growth Equity ETF in Q4 2025 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Capital Group Global Growth Equity ETF position peaked at $201K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.