Root Financial Partners’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Root Financial 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	$126K	Buy	+3,178	New	+$128K	﹤0.01%	620
2026 Q2	–	Sell	-4,080	Closed	-$136K	–	911
2026 Q1	$136K	Sell	4,080 -1,460	-26%	-$52K	0.01%	445
2025 Q4	$192K	Hold	5,540	–	–	0.01%	306
2025 Q3	$189K	Buy	+5,540	New	+$182K	0.01%	290

Other funds holding CGGO

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Root Financial Partners's CGGO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Capital Group Global Growth Equity ETF (CGGO) in Q3 2026: 3,178 shares worth $126K. The stake represents ﹤0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CGGO as recently as Q1 2026.

Root Financial Partners first reported a position in CGGO in Q3 2025 and has held it in 4 quarters since. The position peaked at $192K in Q4 2025. 409 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

Root Financial Partners held 3,178 shares of Capital Group Global Growth Equity ETF worth $126K as of Q3 2026.
Capital Group Global Growth Equity ETF was a new Root Financial Partners position in Q3 2026.
Capital Group Global Growth Equity ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #620 holding.
Root Financial Partners first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Capital Group Global Growth Equity ETF position peaked at $192K in Q4 2025.
409 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.