Peapack-Gladstone Financial Corp’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Peapack-Gladstone Financial Corp’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	$7.74M	Buy	231,834 +2,315	+1%	+$82.4K	0.1%	184
2025 Q4	$7.95M	Buy	229,519 +10,816	+5%	+$374K	0.1%	185
2025 Q3	$7.47M	Buy	218,703 +13,772	+7%	+$451K	0.1%	187
2025 Q2	$6.55M	Buy	204,931 +300	+0.1%	+$8.85K	0.09%	194
2025 Q1	$5.8M	Sell	204,631 -86,949	-30%	-$2.58M	0.09%	207
2024 Q4	$8.52M	Buy	291,580 +3,285	+1%	+$98.5K	0.12%	160
2024 Q3	$8.69M	Buy	288,295 +4,300	+2%	+$126K	0.13%	167
2024 Q2	$8.36M	Buy	283,995 +17,775	+7%	+$514K	0.13%	163
2024 Q1	$7.67M	Buy	266,220 +2,300	+0.9%	+$62.6K	0.12%	173
2023 Q4	$6.79M	Buy	263,920 +20,920	+9%	+$502K	0.11%	175
2023 Q3	$5.57M	Buy	243,000 +5,340	+2%	+$128K	0.1%	188
2023 Q2	$5.77M	Buy	237,660 +45,160	+23%	+$1.06M	0.1%	195
2023 Q1	$4.44M	Buy	192,500 +13,800	+8%	+$308K	0.08%	224
2022 Q4	$3.75M	Buy	178,700 +112,500	+170%	+$2.3M	0.07%	236
2022 Q3	$1.24M	Buy	+66,200	New	+$1.38M	0.03%	343

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

Peapack-Gladstone Financial Corp's CGGO Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp increased its Capital Group Global Growth Equity ETF (CGGO) stake by 1% in Q1 2026, buying an estimated $82.4K and bringing the position to 231,834 shares worth $7.74M. The position accounts for 0.1% of the portfolio, ranked #184.

Peapack-Gladstone Financial Corp first reported a position in CGGO in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.69M in Q3 2024. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

Peapack-Gladstone Financial Corp held 231,834 shares of Capital Group Global Growth Equity ETF worth $7.74M as of Q1 2026.
Peapack-Gladstone Financial Corp bought 2,315 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $82.4K.
Capital Group Global Growth Equity ETF made up 0.1% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #184 holding.
Peapack-Gladstone Financial Corp first reported a position in Capital Group Global Growth Equity ETF in Q3 2022 and has held it in 15 quarters since.
Peapack-Gladstone Financial Corp's Capital Group Global Growth Equity ETF position peaked at $8.69M in Q3 2024.
414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.