Perennial Investment Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Perennial Investment 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 Q2	$7.13M	Buy	168,346 +4,097	+2%	+$159K	0.47%	43
2026 Q1	$5.48M	Buy	164,249 +9,207	+6%	+$328K	0.44%	47
2025 Q4	$5.37M	Buy	155,042 +31,556	+26%	+$1.09M	0.42%	49
2025 Q3	$4.22M	Buy	123,486 +13,472	+12%	+$442K	0.35%	57
2025 Q2	$3.52M	Buy	110,014 +41,067	+60%	+$1.21M	0.34%	62
2025 Q1	$1.95M	Buy	68,947 +41,622	+152%	+$1.24M	0.22%	85
2024 Q4	$798K	Buy	+27,325	New	+$819K	0.09%	173

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

Perennial Investment Advisors's CGGO Position: Q2 2026 in Review

Perennial Investment Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 2.5% in Q2 2026, buying an estimated $159K and bringing the position to 168,346 shares worth $7.13M. The position accounts for 0.47% of the portfolio, ranked #43.

Perennial Investment Advisors first reported a position in CGGO in Q4 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Perennial Investment Advisors held 168,346 shares of Capital Group Global Growth Equity ETF worth $7.13M as of Q2 2026.
Perennial Investment Advisors bought 4,097 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $159K.
Capital Group Global Growth Equity ETF made up 0.47% of Perennial Investment Advisors's portfolio in Q2 2026, its #43 holding.
Perennial Investment Advisors first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 7 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.