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Smallwood Wealth Investment Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Smallwood Wealth Investment Management’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 		$4.97M Buy
117,463
+1,880
+2% +$73.2K 2.17% 10
2026
Q1 		$3.86M Sell
115,583
-338
-0.3% -$12K 2.03% 13
2025
Q4 		$4.02M Sell
115,921
-5,999
-5% -$207K 2.1% 10
2025
Q3 		$4.17M Buy
121,920
+4,868
+4% +$160K 2.12% 10
2025
Q2 		$3.74M Buy
117,052
+5,111
+5% +$151K 2.14% 9
2025
Q1 		$3.17M Buy
111,941
+4,420
+4% +$131K 2% 10
2024
Q4 		$3.14M Buy
107,521
+1,173
+1% +$35.2K 2.14% 9
2024
Q3 		$3.21M Buy
106,348
+5,288
+5% +$155K 2.29% 9
2024
Q2 		$2.98M Buy
101,060
+3,410
+3% +$98.6K 2.3% 11
2024
Q1 		$2.81M Buy
97,650
+1,325
+1% +$36.1K 2.18% 12
2023
Q4 		$2.48M Buy
96,325
+5,329
+6% +$128K 2.05% 12
2023
Q3 		$2.09M Buy
90,996
+2,868
+3% +$68.8K 1.9% 13
2023
Q2 		$2.14M Sell
88,128
-3,199
-4% -$75.3K 1.91% 12
2023
Q1 		$2.11M Buy
91,327
+1,012
+1% +$22.6K 1.99% 13
2022
Q4 		$1.9M Buy
90,315
+42,344
+88% +$865K 1.61% 16
2022
Q3 		$897K Buy
+47,971
New +$998K 0.81% 27

Other funds holding CGGO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FC
Financial Council Towson, Maryland $308M AUM 28.8% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Smallwood Wealth Investment Management's CGGO Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 1.6% in Q2 2026, buying an estimated $73.2K and bringing the position to 117,463 shares worth $4.97M. The position accounts for 2.17% of the portfolio, ranked #10.

Smallwood Wealth Investment Management first reported a position in CGGO in Q3 2022 and has held it in 16 quarters since. 269 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Smallwood Wealth Investment Management held 117,463 shares of Capital Group Global Growth Equity ETF worth $4.97M as of Q2 2026.
  • Smallwood Wealth Investment Management bought 1,880 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $73.2K.
  • Capital Group Global Growth Equity ETF made up 2.17% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #10 holding.
  • Smallwood Wealth Investment Management first reported a position in Capital Group Global Growth Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 269 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.