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

Nations 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 Q3	$1.9M	Buy	47,720 +7,102	+17%	+$285K	0.09%	220
2026 Q2	$1.72M	Buy	40,618 +2,529	+7%	+$98.5K	0.08%	252
2026 Q1	$1.27M	Buy	38,089 +11,845	+45%	+$422K	0.07%	311
2025 Q4	$909K	Buy	26,244 +844	+3%	+$29.2K	0.05%	375
2025 Q3	$868K	Buy	25,400 +2,451	+11%	+$80.3K	0.05%	356
2025 Q2	$734K	Buy	22,949 +2,250	+11%	+$66.4K	0.05%	367
2025 Q1	$586K	Buy	20,699 +1,353	+7%	+$40.2K	0.04%	387
2024 Q4	$565K	Buy	19,346 +1,601	+9%	+$48K	0.04%	406
2024 Q3	$535K	Buy	17,745 +5,850	+49%	+$171K	0.04%	416
2024 Q2	$350K	Buy	+11,895	New	+$344K	0.03%	498

Other funds holding CGGO

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Nations Financial Group's CGGO Position: Q3 2026 in Review

Nations Financial Group increased its Capital Group Global Growth Equity ETF (CGGO) stake by 17% in Q3 2026, buying an estimated $285K and bringing the position to 47,720 shares worth $1.9M. The position accounts for 0.09% of the portfolio, ranked #220.

Nations Financial Group first reported a position in CGGO in Q2 2024 and has held it in 10 quarters since. 409 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

Nations Financial Group held 47,720 shares of Capital Group Global Growth Equity ETF worth $1.9M as of Q3 2026.
Nations Financial Group bought 7,102 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $285K.
Capital Group Global Growth Equity ETF made up 0.09% of Nations Financial Group's portfolio in Q3 2026, its #220 holding.
Nations Financial Group first reported a position in Capital Group Global Growth Equity ETF in Q2 2024 and has held it in 10 quarters since.
409 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.