Private Trust Company’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Private Trust Company’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	$883K	Buy	20,856 +6,349	+44%	+$247K	0.07%	300
2026 Q1	$484K	Buy	14,507 +3,151	+28%	+$112K	0.04%	450
2025 Q4	$393K	Buy	11,356 +1,727	+18%	+$59.7K	0.03%	521
2025 Q3	$329K	Sell	9,629 -2,714	-22%	-$89K	0.03%	560
2025 Q2	$395K	Sell	12,343 -1,307	-10%	-$38.6K	0.04%	475
2025 Q1	$387K	Buy	13,650 +6,611	+94%	+$196K	0.04%	478
2024 Q4	$206K	Buy	7,039 +3,731	+113%	+$112K	0.02%	679
2024 Q3	$99.7K	Buy	3,308 +1,036	+46%	+$30.3K	0.01%	925
2024 Q2	$66.9K	Buy	2,272 +525	+30%	+$15.2K	0.01%	1012
2024 Q1	$50.3K	Buy	1,747 +646	+59%	+$17.6K	0.01%	1103
2023 Q4	$28.3K	Hold	1,101	–	–	﹤0.01%	1275
2023 Q3	$25.2K	Buy	+1,101	New	+$26.4K	﹤0.01%	1271

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

Private Trust Company's CGGO Position: Q2 2026 in Review

Private Trust Company increased its Capital Group Global Growth Equity ETF (CGGO) stake by 44% in Q2 2026, buying an estimated $247K and bringing the position to 20,856 shares worth $883K. The position accounts for 0.07% of the portfolio, ranked #300.

Private Trust Company first reported a position in CGGO in Q3 2023 and has held it in 12 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Private Trust Company held 20,856 shares of Capital Group Global Growth Equity ETF worth $883K as of Q2 2026.
Private Trust Company bought 6,349 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $247K.
Capital Group Global Growth Equity ETF made up 0.07% of Private Trust Company's portfolio in Q2 2026, its #300 holding.
Private Trust Company first reported a position in Capital Group Global Growth Equity ETF in Q3 2023 and has held it in 12 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.