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

Sequoia Financial 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 		$351K Sell
8,300
-518
-6% -$20.2K ﹤0.01% 1561
2026
Q1 		$294K Hold
8,818
– – ﹤0.01% 1583
2025
Q4 		$306K Buy
8,818
+518
+6% +$17.9K ﹤0.01% 1550
2025
Q3 		$284K Buy
+8,300
New +$272K ﹤0.01% 1419

Other funds holding CGGO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Sequoia Financial Advisors's CGGO Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 5.9% in Q2 2026, selling an estimated $20.2K and leaving 8,300 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Sequoia Financial Advisors first reported a position in CGGO in Q3 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Sequoia Financial Advisors held 8,300 shares of Capital Group Global Growth Equity ETF worth $351K as of Q2 2026.
  • Sequoia Financial Advisors sold 518 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $20.2K.
  • Capital Group Global Growth Equity ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1561 holding.
  • Sequoia Financial Advisors first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.