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Principle Wealth Partners’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Principle Wealth Partners’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 		$273K Buy
+6,451
New +$251K 0.01% 341
2025
Q2 		– Sell
-433,951
Closed -$12.3M – 361
2025
Q1 		$12.3M Sell
433,951
-10,294
-2% -$306K 0.88% 29
2024
Q4 		$13M Sell
444,245
-26,927
-6% -$807K 0.91% 25
2024
Q3 		$14.2M Buy
471,172
+85,159
+22% +$2.49M 1.01% 26
2024
Q2 		$11.4M Buy
386,013
+363,878
+1,644% +$10.5M 0.86% 27
2024
Q1 		$637K Buy
+22,135
New +$603K 0.05% 195

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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

Principle Wealth Partners's CGGO Position: Q2 2026 in Review

Principle Wealth Partners opened a new position in Capital Group Global Growth Equity ETF (CGGO) in Q2 2026: 6,451 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: Principle Wealth Partners previously reported a position in CGGO as recently as Q1 2025.

Principle Wealth Partners first reported a position in CGGO in Q1 2024 and has held it in 6 quarters since. The position peaked at $14.2M in Q3 2024. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Principle Wealth Partners held 6,451 shares of Capital Group Global Growth Equity ETF worth $273K as of Q2 2026.
  • Capital Group Global Growth Equity ETF was a new Principle Wealth Partners position in Q2 2026.
  • Capital Group Global Growth Equity ETF made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #341 holding.
  • Principle Wealth Partners first reported a position in Capital Group Global Growth Equity ETF in Q1 2024 and has held it in 6 quarters since.
  • Principle Wealth Partners's Capital Group Global Growth Equity ETF position peaked at $14.2M in Q3 2024.
  • 453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

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