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 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

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

Perigon Wealth Management's CGGO Position: Q2 2026 in Review

Perigon Wealth Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 22% in Q2 2026, buying an estimated $143K and bringing the position to 20,488 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #646.

Perigon Wealth Management first reported a position in CGGO in Q2 2025 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Perigon Wealth Management held 20,488 shares of Capital Group Global Growth Equity ETF worth $867K as of Q2 2026.
Perigon Wealth Management bought 3,668 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $143K.
Capital Group Global Growth Equity ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #646 holding.
Perigon Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q2 2025 and has held it in 5 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.