OGC
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Oak Grove Capital’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Oak Grove Capital’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 		– Sell
-7,107
Closed -$246K – 96
2025
Q4 		$246K Buy
+7,107
New +$246K 0.03% 77

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Oak Grove Capital's CGGO Position: Q1 2026 in Review

Oak Grove Capital sold out of Capital Group Global Growth Equity ETF (CGGO) in Q1 2026, closing a stake of 7,107 shares — an estimated $246K sold.

Oak Grove Capital first reported a position in CGGO in Q4 2025 and held it in 1 quarter. The position peaked at $246K in Q4 2025. 417 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

  • Oak Grove Capital reported no remaining Capital Group Global Growth Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Oak Grove Capital sold 7,107 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $246K.
  • Oak Grove Capital first reported a position in Capital Group Global Growth Equity ETF in Q4 2025 and held it in 1 quarter.
  • Oak Grove Capital's Capital Group Global Growth Equity ETF position peaked at $246K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Oak Grove Capital's 13F filing for Q1 2026, filed 13 May 2026.