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

OneAscent Financial Services’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	$9.22M	Sell	217,803 -10,652	-5%	-$415K	0.44%	43
2026 Q1	$7.62M	Buy	+228,455	New	+$8.13M	0.41%	45
2025 Q3	–	Sell	-163,914	Closed	-$5.2M	–	411
2025 Q2	$5.2M	Sell	163,914 -31,472	-16%	-$929K	0.37%	50
2025 Q1	$5.56M	Buy	195,386 +51,084	+35%	+$1.52M	0.36%	50
2024 Q4	$4.22M	Buy	+144,302	New	+$4.33M	0.36%	49
2024 Q3	–	Sell	-123,077	Closed	-$3.65M	–	201
2024 Q2	$3.65M	Buy	123,077 +24,175	+24%	+$699K	0.51%	31
2024 Q1	$2.85M	Sell	98,902 -30,612	-24%	-$833K	0.31%	56
2023 Q4	$3.34M	Buy	129,514 +30,649	+31%	+$736K	0.41%	41
2023 Q3	$2.27M	Buy	+98,865	New	+$2.37M	0.59%	36

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

OneAscent Financial Services's CGGO Position: Q2 2026 in Review

OneAscent Financial Services reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 4.7% in Q2 2026, selling an estimated $415K and leaving 217,803 shares worth $9.22M. The position accounts for 0.44% of the portfolio, ranked #43.

OneAscent Financial Services first reported a position in CGGO in Q3 2023 and has held it in 9 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

OneAscent Financial Services held 217,803 shares of Capital Group Global Growth Equity ETF worth $9.22M as of Q2 2026.
OneAscent Financial Services sold 10,652 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $415K.
Capital Group Global Growth Equity ETF made up 0.44% of OneAscent Financial Services's portfolio in Q2 2026, its #43 holding.
OneAscent Financial Services first reported a position in Capital Group Global Growth Equity ETF in Q3 2023 and has held it in 9 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.