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 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

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

Seamount Financial Group's CGGO Position: Q2 2026 in Review

Seamount Financial Group increased its Capital Group Global Growth Equity ETF (CGGO) stake by 4.2% in Q2 2026, buying an estimated $85.1K and bringing the position to 54,317 shares worth $2.3M. The position accounts for 0.93% of the portfolio, ranked #34.

Seamount Financial Group first reported a position in CGGO in Q3 2024 and has held it in 8 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Seamount Financial Group held 54,317 shares of Capital Group Global Growth Equity ETF worth $2.3M as of Q2 2026.
Seamount Financial Group bought 2,186 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $85.1K.
Capital Group Global Growth Equity ETF made up 0.93% of Seamount Financial Group's portfolio in Q2 2026, its #34 holding.
Seamount Financial Group first reported a position in Capital Group Global Growth Equity ETF in Q3 2024 and has held it in 8 quarters since.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.