Sax Wealth Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Sax Wealth Advisors’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	$451K	Buy	13,509 +5,471	+68%	+$213K	0.02%	364
2026 Q1	$279K	Hold	8,038	–	–	0.01%	408
2025 Q4	$279K	Hold	8,038	–	–	0.01%	414
2025 Q3	$275K	Buy	+8,038	New	+$263K	0.01%	369

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

Sax Wealth Advisors's CGGO Position: Q2 2026 in Review

Sax Wealth Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 68% in Q2 2026, buying an estimated $213K and bringing the position to 13,509 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #364.

Sax Wealth Advisors first reported a position in CGGO in Q3 2025 and has held it in 4 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Sax Wealth Advisors held 13,509 shares of Capital Group Global Growth Equity ETF worth $451K as of Q2 2026.
Sax Wealth Advisors bought 5,471 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $213K.
Capital Group Global Growth Equity ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #364 holding.
Sax Wealth Advisors first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and has held it in 4 quarters since.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.