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Seamount Financial Group’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Seamount Financial Group’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 		$1.74M Buy
52,131
+12,460
+31% +$444K 0.78% 36
2025
Q4 		$1.37M Buy
39,671
+4,274
+12% +$148K 0.62% 40
2025
Q3 		$1.21M Buy
35,397
+4,251
+14% +$139K 0.57% 42
2025
Q2 		$996K Buy
31,146
+9,332
+43% +$275K 0.51% 47
2025
Q1 		$618K Buy
21,814
+701
+3% +$20.8K 0.42% 60
2024
Q4 		$617K Buy
21,113
+12,754
+153% +$382K 0.43% 61
2024
Q3 		$252K Buy
+8,359
New +$245K 0.19% 88

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Seamount Financial Group's CGGO Position: Q1 2026 in Review

Seamount Financial Group increased its Capital Group Global Growth Equity ETF (CGGO) stake by 31% in Q1 2026, buying an estimated $444K and bringing the position to 52,131 shares worth $1.74M. The position accounts for 0.78% of the portfolio, ranked #36.

Seamount Financial Group first reported a position in CGGO in Q3 2024 and has held it in 7 quarters since. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

  • Seamount Financial Group held 52,131 shares of Capital Group Global Growth Equity ETF worth $1.74M as of Q1 2026.
  • Seamount Financial Group bought 12,460 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $444K.
  • Capital Group Global Growth Equity ETF made up 0.78% of Seamount Financial Group's portfolio in Q1 2026, its #36 holding.
  • Seamount Financial Group first reported a position in Capital Group Global Growth Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

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