Ruggaard & Associates’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Ruggaard & Associates’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	$11.3M	Buy	266,143 +10,306	+4%	+$401K	4.04%	9
2026 Q1	$8.54M	Buy	255,837 +8,423	+3%	+$300K	3.38%	10
2025 Q4	$8.57M	Sell	247,414 -19,543	-7%	-$675K	3.38%	11
2025 Q3	$9.12M	Buy	266,957 +2,626	+1%	+$86.1K	3.41%	12
2025 Q2	$8.45M	Buy	264,331 +231,801	+713%	+$6.84M	3.4%	12
2025 Q1	$922K	Buy	32,530 +4,287	+15%	+$127K	0.4%	32
2024 Q4	$825K	Sell	28,243 -18	-0.1%	-$540	0.36%	34
2024 Q3	$852K	Buy	28,261 +1,173	+4%	+$34.4K	0.37%	35
2024 Q2	$797K	Buy	27,088 +3,184	+13%	+$92.1K	0.37%	31
2024 Q1	$688K	Buy	23,904 +12,004	+101%	+$327K	0.33%	37
2023 Q4	$306K	Buy	+11,900	New	+$286K	0.16%	87

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

Ruggaard & Associates's CGGO Position: Q2 2026 in Review

Ruggaard & Associates increased its Capital Group Global Growth Equity ETF (CGGO) stake by 4% in Q2 2026, buying an estimated $401K and bringing the position to 266,143 shares worth $11.3M. The position accounts for 4.04% of the portfolio, ranked #9.

Ruggaard & Associates 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.

Ruggaard & Associates held 266,143 shares of Capital Group Global Growth Equity ETF worth $11.3M as of Q2 2026.
Ruggaard & Associates bought 10,306 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $401K.
Capital Group Global Growth Equity ETF made up 4.04% of Ruggaard & Associates's portfolio in Q2 2026, its #9 holding.
Ruggaard & Associates 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 Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.