Sigma Planning Corp’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Sigma Planning Corp’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	$1.04M	Sell	26,254 -31,644	-55%	-$1.27M	0.03%	562
2026 Q2	$2.45M	Sell	57,898 -96,300	-62%	-$3.75M	0.06%	321
2026 Q1	$5.15M	Buy	154,198 +137,929	+848%	+$4.91M	0.14%	145
2025 Q4	$572K	Buy	16,269 +1,980	+14%	+$68.4K	0.02%	744
2025 Q3	$488K	Buy	14,289 +2,948	+26%	+$96.6K	0.01%	823
2025 Q2	$363K	Sell	11,341 -792	-7%	-$23.4K	0.01%	922
2025 Q1	$344K	Buy	12,133 +4,113	+51%	+$122K	0.01%	891
2024 Q4	$234K	Sell	8,020 -13,521	-63%	-$405K	0.01%	1026
2024 Q3	$649K	Sell	21,541 -43,664	-67%	-$1.28M	0.02%	645
2024 Q2	$1.92M	Sell	65,205 -8,048	-11%	-$233K	0.06%	303
2024 Q1	$2.11M	Buy	73,253 +49,838	+213%	+$1.36M	0.07%	300
2023 Q4	$602K	Buy	23,415 +7,193	+44%	+$173K	0.05%	403
2023 Q3	$372K	Buy	+16,222	New	+$389K	0.01%	838

Other funds holding CGGO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Sigma Planning Corp's CGGO Position: Q3 2026 in Review

Sigma Planning Corp reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 55% in Q3 2026, selling an estimated $1.27M and leaving 26,254 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #562.

Sigma Planning Corp first reported a position in CGGO in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.15M in Q1 2026. 131 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

Sigma Planning Corp held 26,254 shares of Capital Group Global Growth Equity ETF worth $1.04M as of Q3 2026.
Sigma Planning Corp sold 31,644 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $1.27M.
Capital Group Global Growth Equity ETF made up 0.03% of Sigma Planning Corp's portfolio in Q3 2026, its #562 holding.
Sigma Planning Corp first reported a position in Capital Group Global Growth Equity ETF in Q3 2023 and has held it in 13 quarters since.
Sigma Planning Corp's Capital Group Global Growth Equity ETF position peaked at $5.15M in Q1 2026.
131 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.