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

Olistico Wealth’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	$960K	Hold	22,689	–	–	0.41%	52
2026 Q1	$757K	Hold	22,689	–	–	0.37%	55
2025 Q4	$786K	Buy	22,689 +51	+0.2%	+$1.76K	0.38%	51
2025 Q3	$774K	Buy	22,638 +41	+0.2%	+$1.34K	0.41%	49
2025 Q2	$722K	Buy	22,597 +1	+0%	+$30	0.4%	49
2025 Q1	$640K	Sell	22,596 -1	-0%	-$30	0.4%	47
2024 Q4	$660K	Buy	22,597 +19	+0.1%	+$570	0.38%	46
2024 Q3	$681K	Buy	22,578 +28	+0.1%	+$820	0.42%	48
2024 Q2	$664K	Hold	22,550	–	–	0.42%	48
2024 Q1	$649K	Hold	22,550	–	–	0.47%	50
2023 Q4	$580K	Hold	22,550	–	–	0.45%	47
2023 Q3	$517K	Hold	22,550	–	–	0.46%	57
2023 Q2	$548K	Buy	+22,550	New	+$531K	0.47%	56

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

Olistico Wealth's CGGO Position: Q2 2026 in Review

Olistico Wealth held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q2 2026 at 22,689 shares worth $960K. The position accounts for 0.41% of the portfolio, ranked #52.

Olistico Wealth first reported a position in CGGO in Q2 2023 and has held it in 13 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Olistico Wealth held 22,689 shares of Capital Group Global Growth Equity ETF worth $960K as of Q2 2026.
Olistico Wealth left its Capital Group Global Growth Equity ETF share count unchanged in Q2 2026.
Capital Group Global Growth Equity ETF made up 0.41% of Olistico Wealth's portfolio in Q2 2026, its #52 holding.
Olistico Wealth first reported a position in Capital Group Global Growth Equity ETF in Q2 2023 and has held it in 13 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.