Rockefeller Capital Management
CGGO icon

Rockefeller Capital Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Rockefeller Capital 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
Q1 		$5.56M Buy
166,468
+278
+0.2% +$9.9K 0.01% 885
2025
Q4 		$5.76M Buy
166,190
+62,320
+60% +$2.15M 0.01% 832
2025
Q3 		$3.55M Buy
103,870
+81,400
+362% +$2.67M 0.01% 940
2025
Q2 		$718K Buy
22,470
+3,209
+17% +$94.7K ﹤0.01% 1438
2025
Q1 		$546K Buy
19,261
+1,378
+8% +$40.9K ﹤0.01% 1456
2024
Q4 		$523K Sell
17,883
-647
-3% -$19.4K ﹤0.01% 1458
2024
Q3 		$559K Buy
18,530
+705
+4% +$20.6K ﹤0.01% 1400
2024
Q2 		$525K Hold
17,825
– – ﹤0.01% 1412
2024
Q1 		$513K Buy
+17,825
New +$485K ﹤0.01% 1464
2023
Q3 		– Sell
-9,340
Closed -$227K – 1539
2023
Q2 		$227K Sell
9,340
-2,611
-22% -$61.5K ﹤0.01% 1605
2023
Q1 		$275K Buy
11,951
+2,611
+28% +$58.3K ﹤0.01% 1630
2022
Q4 		$196K Buy
9,340
+1,000
+12% +$20.4K ﹤0.01% 1666
2022
Q3 		$155K Buy
+8,340
New +$173K ﹤0.01% 1767

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Rockefeller Capital Management's CGGO Position: Q1 2026 in Review

Rockefeller Capital Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 0.17% in Q1 2026, buying an estimated $9.9K and bringing the position to 166,468 shares worth $5.56M. The position accounts for 0.01% of the portfolio, ranked #885.

Rockefeller Capital Management first reported a position in CGGO in Q3 2022 and has held it in 13 quarters since. The position peaked at $5.76M in Q4 2025. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

  • Rockefeller Capital Management held 166,468 shares of Capital Group Global Growth Equity ETF worth $5.56M as of Q1 2026.
  • Rockefeller Capital Management bought 278 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $9.9K.
  • Capital Group Global Growth Equity ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #885 holding.
  • Rockefeller Capital Management first reported a position in Capital Group Global Growth Equity ETF in Q3 2022 and has held it in 13 quarters since.
  • Rockefeller Capital Management's Capital Group Global Growth Equity ETF position peaked at $5.76M in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.