Perigon Wealth Management
CGGO icon

Perigon Wealth Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Perigon Wealth Management’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 		$1.05M Buy
26,519
+6,031
+29% +$242K 0.02% 586
2026
Q2 		$867K Buy
20,488
+3,668
+22% +$143K 0.01% 646
2026
Q1 		$561K Buy
16,820
+1,749
+12% +$62.3K 0.01% 746
2025
Q4 		$522K Buy
15,071
+4,202
+39% +$145K 0.01% 776
2025
Q3 		$371K Buy
10,869
+4,187
+63% +$137K 0.01% 868
2025
Q2 		$214K Buy
+6,682
New +$197K 0.01% 988

Other funds holding CGGO

Wealth Enhancement Advisory Services
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Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Wealth Science Advisors
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Perigon Wealth Management's CGGO Position: Q3 2026 in Review

Perigon Wealth Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 29% in Q3 2026, buying an estimated $242K and bringing the position to 26,519 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #586.

Perigon Wealth Management first reported a position in CGGO in Q2 2025 and has held it in 6 quarters since. 139 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

  • Perigon Wealth Management held 26,519 shares of Capital Group Global Growth Equity ETF worth $1.05M as of Q3 2026.
  • Perigon Wealth Management bought 6,031 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $242K.
  • Capital Group Global Growth Equity ETF made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #586 holding.
  • Perigon Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • 139 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.