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 Q3	$2.3M	Buy	57,723 +3,406	+6%	+$137K	0.9%	33
2026 Q2	$2.3M	Buy	54,317 +2,186	+4%	+$85.1K	0.93%	34
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Council Towson, Maryland $317M AUM 19.38% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Seamount Financial Group's CGGO Position: Q3 2026 in Review

Seamount Financial Group increased its Capital Group Global Growth Equity ETF (CGGO) stake by 6.3% in Q3 2026, buying an estimated $137K and bringing the position to 57,723 shares worth $2.3M. The position accounts for 0.9% of the portfolio, ranked #33.

Seamount Financial Group first reported a position in CGGO in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.3M in Q2 2026. 264 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

Seamount Financial Group held 57,723 shares of Capital Group Global Growth Equity ETF worth $2.3M as of Q3 2026.
Seamount Financial Group bought 3,406 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $137K.
Capital Group Global Growth Equity ETF made up 0.9% of Seamount Financial Group's portfolio in Q3 2026, its #33 holding.
Seamount Financial Group first reported a position in Capital Group Global Growth Equity ETF in Q3 2024 and has held it in 9 quarters since.
Seamount Financial Group's Capital Group Global Growth Equity ETF position peaked at $2.3M in Q2 2026.
264 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.