Patriot Financial Group Insurance Agency’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Patriot Financial Group Insurance Agency’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	$579K	Sell	13,677 -10,767	-44%	-$419K	0.06%	288
2026 Q1	$816K	Buy	24,444 +15,136	+163%	+$539K	0.05%	332
2025 Q4	$323K	Buy	9,308 +2,329	+33%	+$80.5K	0.04%	375
2025 Q3	$238K	Sell	6,979 -17,886	-72%	-$586K	0.03%	433
2025 Q2	$795K	Buy	24,865 +714	+3%	+$21.1K	0.09%	241
2025 Q1	$684K	Buy	24,151 +2,864	+13%	+$85.1K	0.09%	240
2024 Q4	$622K	Buy	21,287 +1,482	+7%	+$44.4K	0.08%	249
2024 Q3	$597K	Buy	19,805 +12,886	+186%	+$377K	0.08%	266
2024 Q2	$204K	Buy	+6,919	New	+$200K	0.03%	445

Other funds holding CGGO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Council Towson, Maryland $308M AUM 28.8% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CGGO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 44% in Q2 2026, selling an estimated $419K and leaving 13,677 shares worth $579K. The position accounts for 0.06% of the portfolio, ranked #288.

Patriot Financial Group Insurance Agency first reported a position in CGGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $816K in Q1 2026. 300 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Patriot Financial Group Insurance Agency held 13,677 shares of Capital Group Global Growth Equity ETF worth $579K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 10,767 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $419K.
Capital Group Global Growth Equity ETF made up 0.06% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #288 holding.
Patriot Financial Group Insurance Agency first reported a position in Capital Group Global Growth Equity ETF in Q2 2024 and has held it in 9 quarters since.
Patriot Financial Group Insurance Agency's Capital Group Global Growth Equity ETF position peaked at $816K in Q1 2026.
300 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.