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 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 $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Root Financial Partners's CGGO Position: Q1 2026 in Review

Root Financial Partners reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 26% in Q1 2026, selling an estimated $52K and leaving 4,080 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #445.

Root Financial Partners first reported a position in CGGO in Q3 2025 and has held it in 3 quarters since. The position peaked at $192K in Q4 2025. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

Root Financial Partners held 4,080 shares of Capital Group Global Growth Equity ETF worth $136K as of Q1 2026.
Root Financial Partners sold 1,460 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $52K.
Capital Group Global Growth Equity ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #445 holding.
Root Financial Partners first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Capital Group Global Growth Equity ETF position peaked at $192K in Q4 2025.
414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.