McNamara Financial Services’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

McNamara Financial 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 Q2	$539K	Sell	12,731 -1,199	-9%	-$46.7K	0.09%	65
2026 Q1	$465K	Sell	13,930 -1,180	-8%	-$42K	0.09%	68
2025 Q4	$524K	Buy	15,110 +2,878	+24%	+$99.4K	0.1%	63
2025 Q3	$418K	Buy	12,232 +494	+4%	+$16.2K	0.08%	65
2025 Q2	$375K	Sell	11,738 -9,515	-45%	-$281K	0.07%	64
2025 Q1	$602K	Buy	+21,253	New	+$632K	0.13%	44
2024 Q4	–	Sell	-16,946	Closed	-$511K	–	79
2024 Q3	$511K	Buy	16,946 +8,073	+91%	+$236K	0.1%	47
2024 Q2	$261K	Buy	+8,873	New	+$257K	0.06%	68

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

McNamara Financial Services's CGGO Position: Q2 2026 in Review

McNamara Financial Services reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 8.6% in Q2 2026, selling an estimated $46.7K and leaving 12,731 shares worth $539K. The position accounts for 0.09% of the portfolio, ranked #65.

McNamara Financial Services first reported a position in CGGO in Q2 2024 and has held it in 8 quarters since. The position peaked at $602K in Q1 2025. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

McNamara Financial Services held 12,731 shares of Capital Group Global Growth Equity ETF worth $539K as of Q2 2026.
McNamara Financial Services sold 1,199 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $46.7K.
Capital Group Global Growth Equity ETF made up 0.09% of McNamara Financial Services's portfolio in Q2 2026, its #65 holding.
McNamara Financial Services first reported a position in Capital Group Global Growth Equity ETF in Q2 2024 and has held it in 8 quarters since.
McNamara Financial Services's Capital Group Global Growth Equity ETF position peaked at $602K in Q1 2025.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.