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 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

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

Root Financial Partners's CGGO Position: Q2 2026 in Review

Root Financial Partners sold out of Capital Group Global Growth Equity ETF (CGGO) in Q2 2026, closing a stake of 4,080 shares — an estimated $136K sold.

Root Financial Partners first reported a position in CGGO in Q3 2025 and held it in 3 quarters. The position peaked at $192K in Q4 2025. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Root Financial Partners reported no remaining Capital Group Global Growth Equity ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 4,080 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $136K.
Root Financial Partners first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Capital Group Global Growth Equity ETF position peaked at $192K in Q4 2025.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.