Ridgeline Wealth Planning’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Ridgeline Wealth Planning’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	$11.2M	Sell	263,789 -76,564	-22%	-$2.98M	7.08%	5
2026 Q1	$11.4M	Buy	340,353 +4,336	+1%	+$154K	8.29%	3
2025 Q4	$11.6M	Sell	336,017 -60,523	-15%	-$2.09M	8.31%	3
2025 Q3	$13.5M	Sell	396,540 -55,187	-12%	-$1.81M	10.18%	3
2025 Q2	$14.4M	Buy	451,727 +27,770	+7%	+$819K	11.89%	3
2025 Q1	$12M	Buy	423,957 +8,535	+2%	+$254K	11.8%	3
2024 Q4	$12.1M	Buy	+415,422	New	+$12.5M	11.62%	3

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

Ridgeline Wealth Planning's CGGO Position: Q2 2026 in Review

Ridgeline Wealth Planning reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 22% in Q2 2026, selling an estimated $2.98M and leaving 263,789 shares worth $11.2M. The position accounts for 7.08% of the portfolio, ranked #5.

Ridgeline Wealth Planning first reported a position in CGGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.4M in Q2 2025. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Ridgeline Wealth Planning held 263,789 shares of Capital Group Global Growth Equity ETF worth $11.2M as of Q2 2026.
Ridgeline Wealth Planning sold 76,564 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $2.98M.
Capital Group Global Growth Equity ETF made up 7.08% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #5 holding.
Ridgeline Wealth Planning first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 7 quarters since.
Ridgeline Wealth Planning's Capital Group Global Growth Equity ETF position peaked at $14.4M in Q2 2025.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.