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 Q3	$548K	Buy	13,765 +7,314	+113%	+$294K	0.03%	247
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Council Towson, Maryland $317M AUM 19.38% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Principle Wealth Partners's CGGO Position: Q3 2026 in Review

Principle Wealth Partners increased its Capital Group Global Growth Equity ETF (CGGO) stake by 113% in Q3 2026, buying an estimated $294K and bringing the position to 13,765 shares worth $548K. The position accounts for 0.03% of the portfolio, ranked #247.

Principle Wealth Partners first reported a position in CGGO in Q1 2024 and has held it in 7 quarters since. The position peaked at $14.2M in Q3 2024. 232 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

Principle Wealth Partners held 13,765 shares of Capital Group Global Growth Equity ETF worth $548K as of Q3 2026.
Principle Wealth Partners bought 7,314 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $294K.
Capital Group Global Growth Equity ETF made up 0.03% of Principle Wealth Partners's portfolio in Q3 2026, its #247 holding.
Principle Wealth Partners first reported a position in Capital Group Global Growth Equity ETF in Q1 2024 and has held it in 7 quarters since.
Principle Wealth Partners's Capital Group Global Growth Equity ETF position peaked at $14.2M in Q3 2024.
232 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.