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

Modern 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	$2.23M	Buy	52,582 +383	+0.7%	+$14.9K	0.03%	374
2026 Q1	$1.77M	Buy	52,199 +101	+0.2%	+$3.6K	0.03%	323
2025 Q4	$1.81M	Buy	52,098 +1,245	+2%	+$43K	0.03%	311
2025 Q3	$1.74M	Sell	50,853 -409	-0.8%	-$13.4K	0.03%	301
2025 Q2	$1.64M	Buy	51,262 +1,452	+3%	+$42.8K	0.04%	290
2025 Q1	$1.41M	Sell	49,810 -693	-1%	-$20.6K	0.05%	256
2024 Q4	$1.48M	Buy	+50,503	New	+$1.51M	0.06%	217

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

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

Modern Wealth Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 0.73% in Q2 2026, buying an estimated $14.9K and bringing the position to 52,582 shares worth $2.23M. The position accounts for 0.03% of the portfolio, ranked #374.

Modern Wealth Management first reported a position in CGGO in Q4 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Modern Wealth Management held 52,582 shares of Capital Group Global Growth Equity ETF worth $2.23M as of Q2 2026.
Modern Wealth Management bought 383 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $14.9K.
Capital Group Global Growth Equity ETF made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #374 holding.
Modern Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 7 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

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