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 Q3	$903K	Hold	22,689	–	–	0.38%	53
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Olistico Wealth's CGGO Position: Q3 2026 in Review

Olistico Wealth held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q3 2026 at 22,689 shares worth $903K. The position accounts for 0.38% of the portfolio, ranked #53.

Olistico Wealth first reported a position in CGGO in Q2 2023 and has held it in 14 quarters since. The position peaked at $960K in Q2 2026. 131 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

Olistico Wealth held 22,689 shares of Capital Group Global Growth Equity ETF worth $903K as of Q3 2026.
Olistico Wealth left its Capital Group Global Growth Equity ETF share count unchanged in Q3 2026.
Capital Group Global Growth Equity ETF made up 0.38% of Olistico Wealth's portfolio in Q3 2026, its #53 holding.
Olistico Wealth first reported a position in Capital Group Global Growth Equity ETF in Q2 2023 and has held it in 14 quarters since.
Olistico Wealth's Capital Group Global Growth Equity ETF position peaked at $960K in Q2 2026.
131 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.