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Meridian Wealth Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Meridian Wealth Management’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 		$2.47M Sell
58,285
-212
-0.4% -$8.25K 0.08% 225
2026
Q1 		$1.95M Sell
58,497
-628
-1% -$22.4K 0.07% 232
2025
Q4 		$2.05M Buy
59,125
+75
+0.1% +$2.59K 0.07% 224
2025
Q3 		$2.02M Buy
59,050
+10,579
+22% +$347K 0.08% 214
2025
Q2 		$1.55M Buy
48,471
+152
+0.3% +$4.49K 0.07% 235
2025
Q1 		$1.37M Buy
48,319
+239
+0.5% +$7.1K 0.07% 226
2024
Q4 		$1.4M Buy
48,080
+425
+0.9% +$12.7K 0.07% 229
2024
Q3 		$1.44M Buy
47,655
+426
+0.9% +$12.5K 0.07% 220
2024
Q2 		$1.39M Buy
+47,229
New +$1.37M 0.17% 100
2024
Q1 		– Sell
-40,220
Closed -$1.03M – 239
2023
Q4 		$1.03M Buy
40,220
+3,386
+9% +$81.3K 0.07% 256
2023
Q3 		$844K Buy
36,834
+4,475
+14% +$107K 0.05% 265
2023
Q2 		$786K Buy
32,359
+3,290
+11% +$77.5K 0.07% 238
2023
Q1 		$670K Buy
29,069
+16,469
+131% +$368K 0.06% 271
2022
Q4 		$265K Hold
12,600
– – 0.03% 448
2022
Q3 		$236K Buy
+12,600
New +$262K 0.03% 418

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Jones Financial Companies
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

Meridian Wealth Management's CGGO Position: Q2 2026 in Review

Meridian Wealth Management reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 0.36% in Q2 2026, selling an estimated $8.25K and leaving 58,285 shares worth $2.47M. The position accounts for 0.08% of the portfolio, ranked #225.

Meridian Wealth Management first reported a position in CGGO in Q3 2022 and has held it in 15 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Meridian Wealth Management held 58,285 shares of Capital Group Global Growth Equity ETF worth $2.47M as of Q2 2026.
  • Meridian Wealth Management sold 212 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $8.25K.
  • Capital Group Global Growth Equity ETF made up 0.08% of Meridian Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Meridian Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • 453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.