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

Nvest 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 Q2	$344K	Sell	8,115 -304	-4%	-$11.8K	0.11%	118
2026 Q1	$281K	Hold	8,419	–	–	0.1%	124
2025 Q4	$292K	Buy	8,419 +2,519	+43%	+$87K	0.12%	112
2025 Q3	$202K	Sell	5,900 -2,486	-30%	-$81.5K	0.12%	121
2025 Q2	$268K	Sell	8,386 -2,875	-26%	-$84.8K	0.14%	96
2025 Q1	$319K	Hold	11,261	–	–	0.17%	80
2024 Q4	$329K	Buy	+11,261	New	+$338K	0.17%	92

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

Nvest Financial's CGGO Position: Q2 2026 in Review

Nvest Financial reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 3.6% in Q2 2026, selling an estimated $11.8K and leaving 8,115 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #118.

Nvest Financial first reported a position in CGGO in Q4 2024 and has held it in 7 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Nvest Financial held 8,115 shares of Capital Group Global Growth Equity ETF worth $344K as of Q2 2026.
Nvest Financial sold 304 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $11.8K.
Capital Group Global Growth Equity ETF made up 0.11% of Nvest Financial's portfolio in Q2 2026, its #118 holding.
Nvest Financial first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 7 quarters since.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.