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

NavPoint Financial’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 Q1	$8.44M	Buy	252,942 +773	+0.3%	+$27.5K	3.41%	10
2025 Q4	$8.74M	Buy	252,169 +10,132	+4%	+$350K	3.73%	9
2025 Q3	$8.27M	Buy	242,037 +4,231	+2%	+$139K	4.34%	8
2025 Q2	$7.6M	Sell	237,806 -22,514	-9%	-$664K	4.59%	7
2025 Q1	$7.37M	Buy	260,320 +10,554	+4%	+$314K	5.19%	8
2024 Q4	$7.3M	Sell	249,766 -5,038	-2%	-$151K	5.77%	6
2024 Q3	$7.68M	Buy	254,804 +7,968	+3%	+$233K	6.19%	6
2024 Q2	$7.27M	Buy	246,836 +9,445	+4%	+$273K	6.31%	5
2024 Q1	$6.84M	Buy	237,391 +4,831	+2%	+$132K	5.94%	5
2023 Q4	$5.98M	Buy	+232,560	New	+$5.58M	5.49%	7

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NavPoint Financial's CGGO Position: Q1 2026 in Review

NavPoint Financial increased its Capital Group Global Growth Equity ETF (CGGO) stake by 0.31% in Q1 2026, buying an estimated $27.5K and bringing the position to 252,942 shares worth $8.44M. The position accounts for 3.41% of the portfolio, ranked #10.

NavPoint Financial first reported a position in CGGO in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.74M in Q4 2025. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

NavPoint Financial held 252,942 shares of Capital Group Global Growth Equity ETF worth $8.44M as of Q1 2026.
NavPoint Financial bought 773 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $27.5K.
Capital Group Global Growth Equity ETF made up 3.41% of NavPoint Financial's portfolio in Q1 2026, its #10 holding.
NavPoint Financial first reported a position in Capital Group Global Growth Equity ETF in Q4 2023 and has held it in 10 quarters since.
NavPoint Financial's Capital Group Global Growth Equity ETF position peaked at $8.74M in Q4 2025.
414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on NavPoint Financial's 13F filing for Q1 2026, filed 24 Apr 2026.