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

Northwest Financial Advisors’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	$2.71M	Sell	64,017 -366	-0.6%	-$14.2K	0.36%	21
2026 Q1	$2.15M	Buy	64,383 +3,999	+7%	+$142K	4.15%	5
2025 Q4	$2.09M	Buy	60,384 +354	+0.6%	+$12.2K	4.3%	6
2025 Q3	$2.05M	Sell	60,030 -247	-0.4%	-$8.1K	2.64%	9
2025 Q2	$1.93M	Buy	60,277 +9,632	+19%	+$284K	2.69%	9
2025 Q1	$1.43M	Buy	50,645 +3,850	+8%	+$114K	1.19%	20
2024 Q4	$1.37M	Buy	46,795 +15	+0%	+$450	1.13%	20
2024 Q3	$1.41M	Buy	46,780 +1,128	+2%	+$33K	1.12%	18
2024 Q2	$1.34M	Sell	45,652 -525	-1%	-$15.2K	1.37%	19
2024 Q1	$1.33M	Buy	46,177 +7,585	+20%	+$206K	1.46%	17
2023 Q4	$993K	Buy	+38,592	New	+$927K	0.84%	21

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

Northwest Financial Advisors's CGGO Position: Q2 2026 in Review

Northwest Financial Advisors reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 0.57% in Q2 2026, selling an estimated $14.2K and leaving 64,017 shares worth $2.71M. The position accounts for 0.36% of the portfolio, ranked #21.

Northwest Financial Advisors first reported a position in CGGO in Q4 2023 and has held it in 11 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Northwest Financial Advisors held 64,017 shares of Capital Group Global Growth Equity ETF worth $2.71M as of Q2 2026.
Northwest Financial Advisors sold 366 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $14.2K.
Capital Group Global Growth Equity ETF made up 0.36% of Northwest Financial Advisors's portfolio in Q2 2026, its #21 holding.
Northwest Financial Advisors first reported a position in Capital Group Global Growth Equity ETF in Q4 2023 and has held it in 11 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.