MFG
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Merit Financial Group’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Merit Financial Group’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 		$4.03M Buy
95,304
+2,329
+3% +$90.7K 0.02% 493
2026
Q1 		$3.1M Buy
92,975
+2,954
+3% +$105K 0.02% 531
2025
Q4 		$3.12M Sell
90,021
-10,550
-10% -$364K 0.03% 490
2025
Q3 		$3.44M Sell
100,571
-23,462
-19% -$769K 0.03% 408
2025
Q2 		$3.97M Buy
124,033
+13,383
+12% +$395K 0.04% 330
2025
Q1 		$3.13M Sell
110,650
-68,297
-38% -$2.03M 0.05% 313
2024
Q4 		$5.23M Buy
178,947
+634
+0.4% +$19K 0.09% 176
2024
Q3 		$5.38M Buy
178,313
+156,735
+726% +$4.59M 0.12% 138
2024
Q2 		$635K Buy
21,578
+195
+0.9% +$5.64K 0.01% 525
2024
Q1 		$606K Hold
21,383
– – 0.01% 524
2023
Q4 		$550K Buy
21,383
+10,162
+91% +$244K 0.02% 464
2023
Q3 		$257K Sell
11,221
-194
-2% -$4.65K 0.01% 633
2023
Q2 		$277K Sell
11,415
-10,366
-48% -$244K 0.01% 608
2023
Q1 		$502K Buy
21,781
+799
+4% +$17.8K 0.02% 396
2022
Q4 		$441K Buy
+20,982
New +$429K 0.02% 453

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

Merit Financial Group's CGGO Position: Q2 2026 in Review

Merit Financial Group increased its Capital Group Global Growth Equity ETF (CGGO) stake by 2.5% in Q2 2026, buying an estimated $90.7K and bringing the position to 95,304 shares worth $4.03M. The position accounts for 0.02% of the portfolio, ranked #493.

Merit Financial Group first reported a position in CGGO in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.38M in Q3 2024. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Merit Financial Group held 95,304 shares of Capital Group Global Growth Equity ETF worth $4.03M as of Q2 2026.
  • Merit Financial Group bought 2,329 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $90.7K.
  • Capital Group Global Growth Equity ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #493 holding.
  • Merit Financial Group first reported a position in Capital Group Global Growth Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Merit Financial Group's Capital Group Global Growth Equity ETF position peaked at $5.38M in Q3 2024.
  • 453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.