Octavia Wealth Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Octavia Wealth 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	$448K	Sell	10,583 -247	-2%	-$9.62K	0.04%	131
2026 Q1	$361K	Buy	10,830 +366	+3%	+$13K	0.03%	163
2025 Q4	$363K	Buy	10,464 +124	+1%	+$4.28K	0.03%	167
2025 Q3	$353K	Buy	10,340 +184	+2%	+$6.03K	0.04%	171
2025 Q2	$328K	Buy	10,156 +172	+2%	+$5.08K	0.04%	156
2025 Q1	$283K	Sell	9,984 -552	-5%	-$16.4K	0.03%	172
2024 Q4	$308K	Buy	10,536 +57	+0.5%	+$1.71K	0.04%	159
2024 Q3	$316K	Buy	10,479 +138	+1%	+$4.04K	0.04%	159
2024 Q2	$306K	Buy	10,341 +741	+8%	+$21.4K	0.04%	166
2024 Q1	$276K	Sell	9,600 -316	-3%	-$8.6K	0.04%	177
2023 Q4	$255K	Buy	+9,916	New	+$238K	0.05%	188

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

Octavia Wealth Advisors's CGGO Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 2.3% in Q2 2026, selling an estimated $9.62K and leaving 10,583 shares worth $448K. The position accounts for 0.04% of the portfolio, ranked #131.

Octavia Wealth 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.

Octavia Wealth Advisors held 10,583 shares of Capital Group Global Growth Equity ETF worth $448K as of Q2 2026.
Octavia Wealth Advisors sold 247 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $9.62K.
Capital Group Global Growth Equity ETF made up 0.04% of Octavia Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Octavia Wealth 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 Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.