Simplicity Wealth’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Simplicity Wealth’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	$343K	Sell	8,093 -1,134	-12%	-$44.1K	0.01%	782
2026 Q1	$308K	Buy	9,227 +1,008	+12%	+$35.9K	0.02%	580
2025 Q4	$285K	Sell	8,219 -48	-0.6%	-$1.66K	0.02%	570
2025 Q3	$282K	Buy	+8,267	New	+$271K	0.02%	585
2024 Q3	–	Sell	-381,135	Closed	-$11.2M	–	605
2024 Q2	$11.2M	Sell	381,135 -40,342	-10%	-$1.17M	0.25%	81
2024 Q1	$12.1M	Buy	+421,477	New	+$11.5M	0.29%	69

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

Simplicity Wealth's CGGO Position: Q2 2026 in Review

Simplicity Wealth reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 12% in Q2 2026, selling an estimated $44.1K and leaving 8,093 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #782.

Simplicity Wealth first reported a position in CGGO in Q1 2024 and has held it in 6 quarters since. The position peaked at $12.1M in Q1 2024. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Simplicity Wealth held 8,093 shares of Capital Group Global Growth Equity ETF worth $343K as of Q2 2026.
Simplicity Wealth sold 1,134 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $44.1K.
Capital Group Global Growth Equity ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #782 holding.
Simplicity Wealth first reported a position in Capital Group Global Growth Equity ETF in Q1 2024 and has held it in 6 quarters since.
Simplicity Wealth's Capital Group Global Growth Equity ETF position peaked at $12.1M in Q1 2024.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.