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Medallion Wealth Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Medallion Wealth Advisors’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 		$61.2K Sell
1,833
-3,783
-67% -$135K 0.02% 437
2025
Q4 		$195K Hold
5,616
– – 0.07% 246
2025
Q3 		$192K Sell
5,616
-144
-3% -$4.72K 0.07% 238
2025
Q2 		$183K Buy
5,760
+143
+3% +$4.22K 0.07% 241
2025
Q1 		$160K Sell
5,617
-108
-2% -$3.21K 0.07% 229
2024
Q4 		$167K Buy
+5,725
New +$172K 0.08% 207

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Medallion Wealth Advisors's CGGO Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 67% in Q1 2026, selling an estimated $135K and leaving 1,833 shares worth $61.2K. The position accounts for 0.02% of the portfolio, ranked #437.

Medallion Wealth Advisors first reported a position in CGGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $195K in Q4 2025. 415 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

  • Medallion Wealth Advisors held 1,833 shares of Capital Group Global Growth Equity ETF worth $61.2K as of Q1 2026.
  • Medallion Wealth Advisors sold 3,783 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $135K.
  • Capital Group Global Growth Equity ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #437 holding.
  • Medallion Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Capital Group Global Growth Equity ETF position peaked at $195K in Q4 2025.
  • 415 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.