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 Q2	$77.6K	Hold	1,833	–	–	0.02%	380
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 $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

Medallion Wealth Advisors's CGGO Position: Q2 2026 in Review

Medallion Wealth Advisors held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q2 2026 at 1,833 shares worth $77.6K. The position accounts for 0.02% of the portfolio, ranked #380.

Medallion Wealth Advisors first reported a position in CGGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $195K in Q4 2025. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Medallion Wealth Advisors held 1,833 shares of Capital Group Global Growth Equity ETF worth $77.6K as of Q2 2026.
Medallion Wealth Advisors left its Capital Group Global Growth Equity ETF share count unchanged in Q2 2026.
Capital Group Global Growth Equity ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #380 holding.
Medallion Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Capital Group Global Growth Equity ETF position peaked at $195K in Q4 2025.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.