&Partners’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

&Partners’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 Q1	$65.1M	Buy	1,944,494 +354,860	+22%	+$12.6M	0.32%	60
2025 Q4	$54.9M	Buy	1,589,634 +203,172	+15%	+$7.02M	0.29%	71
2025 Q3	$47.4M	Buy	1,386,462 +101,300	+8%	+$3.32M	0.3%	68
2025 Q2	$41.1M	Buy	1,285,162 +1,077,989	+520%	+$31.8M	0.32%	65
2025 Q1	$5.77M	Buy	207,173 +70,238	+51%	+$2.09M	0.06%	272
2024 Q4	$4.04M	Buy	136,935 +46,235	+51%	+$1.39M	0.05%	315
2024 Q3	$2.77M	Buy	90,700 +44,052	+94%	+$1.29M	0.05%	303
2024 Q2	$1.37M	Buy	46,648 +4,226	+10%	+$122K	0.06%	271
2024 Q1	$1.22M	Buy	42,422 +268	+0.6%	+$7.29K	0.17%	127
2023 Q4	$1.08M	Buy	42,154 +6,697	+19%	+$161K	0.26%	91
2023 Q3	$813K	Buy	35,457 +26	+0.1%	+$623	0.38%	53
2023 Q2	$861K	Buy	35,431 +4,343	+14%	+$102K	0.39%	54
2023 Q1	$817K	Buy	31,088 +8,761	+39%	+$196K	0.39%	54
2022 Q4	$469K	Buy	22,327 +328	+1%	+$6.7K	0.23%	87
2022 Q3	$411K	Sell	21,999 -945	-4%	-$19.7K	0.24%	95
2022 Q2	$461K	Buy	+22,944	New	+$497K	0.27%	86

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

&Partners's CGGO Position: Q1 2026 in Review

&Partners increased its Capital Group Global Growth Equity ETF (CGGO) stake by 22% in Q1 2026, buying an estimated $12.6M and bringing the position to 1,944,494 shares worth $65.1M. The position accounts for 0.32% of the portfolio, ranked #60.

&Partners first reported a position in CGGO in Q2 2022 and has held it in 16 quarters since. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

&Partners held 1,944,494 shares of Capital Group Global Growth Equity ETF worth $65.1M as of Q1 2026.
&Partners bought 354,860 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $12.6M.
Capital Group Global Growth Equity ETF made up 0.32% of &Partners's portfolio in Q1 2026, its #60 holding.
&Partners first reported a position in Capital Group Global Growth Equity ETF in Q2 2022 and has held it in 16 quarters since.
414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.