Rothschild Investment LLC’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Rothschild Investment LLC’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	$17.2M	Buy	406,399 +38,560	+10%	+$1.5M	0.64%	34
2026 Q1	$12.3M	Buy	367,839 +97,303	+36%	+$3.46M	0.64%	36
2025 Q4	$9.37M	Buy	270,536 +32,956	+14%	+$1.14M	0.52%	48
2025 Q3	$8.12M	Buy	237,580 +86,032	+57%	+$2.82M	0.46%	54
2025 Q2	$4.84M	Buy	151,548 +78,830	+108%	+$2.33M	0.3%	80
2025 Q1	$2.06M	Buy	72,718 +66,908	+1,152%	+$1.99M	0.14%	143
2024 Q4	$170K	Buy	5,810 +850	+17%	+$25.5K	0.01%	543
2024 Q3	$150K	Hold	4,960	–	–	0.01%	572
2024 Q2	$146K	Hold	4,960	–	–	0.01%	552
2024 Q1	$143K	Buy	4,960 +2,000	+68%	+$54.4K	0.01%	527
2023 Q4	$76.2K	Buy	+2,960	New	+$71.1K	0.01%	587

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 22.9% 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

Rothschild Investment LLC's CGGO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Capital Group Global Growth Equity ETF (CGGO) stake by 10% in Q2 2026, buying an estimated $1.5M and bringing the position to 406,399 shares worth $17.2M. The position accounts for 0.64% of the portfolio, ranked #34.

Rothschild Investment LLC first reported a position in CGGO in Q4 2023 and has held it in 11 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Rothschild Investment LLC held 406,399 shares of Capital Group Global Growth Equity ETF worth $17.2M as of Q2 2026.
Rothschild Investment LLC bought 38,560 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $1.5M.
Capital Group Global Growth Equity ETF made up 0.64% of Rothschild Investment LLC's portfolio in Q2 2026, its #34 holding.
Rothschild Investment LLC first reported a position in Capital Group Global Growth Equity ETF in Q4 2023 and has held it in 11 quarters since.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.