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

ORBA 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 Q3	$2.27M	Sell	57,080 -1,040	-2%	-$41.8K	1.94%	14
2026 Q2	$2.46M	Sell	58,120 -4,090	-7%	-$159K	2.1%	12
2026 Q1	$2.08M	Sell	62,210 -12,554	-17%	-$447K	2.48%	15
2025 Q4	$2.59M	Sell	74,764 -15,021	-17%	-$519K	2.25%	12
2025 Q3	$3.07M	Sell	89,785 -14,241	-14%	-$467K	2.53%	12
2025 Q2	$3.33M	Sell	104,026 -68,706	-40%	-$2.03M	3.03%	10
2025 Q1	$4.89M	Sell	172,732 -165	-0.1%	-$4.9K	2.47%	12
2024 Q4	$5.05M	Sell	172,897 -7,286	-4%	-$218K	2.64%	9
2024 Q3	$5.43M	Buy	180,183 +2,118	+1%	+$62K	2.75%	11
2024 Q2	$5.24M	Buy	178,065 +1,050	+0.6%	+$30.4K	2.71%	11
2024 Q1	$5.1M	Buy	177,015 +1,080	+0.6%	+$29.4K	2.82%	11
2023 Q4	$4.53M	Buy	+175,935	New	+$4.22M	2.71%	12

Other funds holding CGGO

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

ORBA Wealth Advisors's CGGO Position: Q3 2026 in Review

ORBA Wealth Advisors reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 1.8% in Q3 2026, selling an estimated $41.8K and leaving 57,080 shares worth $2.27M. The position accounts for 1.94% of the portfolio, ranked #14.

ORBA Wealth Advisors first reported a position in CGGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.43M in Q3 2024. 409 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

ORBA Wealth Advisors held 57,080 shares of Capital Group Global Growth Equity ETF worth $2.27M as of Q3 2026.
ORBA Wealth Advisors sold 1,040 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $41.8K.
Capital Group Global Growth Equity ETF made up 1.94% of ORBA Wealth Advisors's portfolio in Q3 2026, its #14 holding.
ORBA Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q4 2023 and has held it in 12 quarters since.
ORBA Wealth Advisors's Capital Group Global Growth Equity ETF position peaked at $5.43M in Q3 2024.
409 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.