Smith Thornton Advisors
CGGO icon

Smith Thornton Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Smith Thornton 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
Q3 		$7.18M Buy
180,506
+6,132
+4% +$246K 3.14% 4
2026
Q2 		$6.97M Buy
174,374
+21,123
+14% +$822K 3.07% 5
2026
Q1 		$5.11M Buy
153,251
+12,368
+9% +$440K 2.58% 10
2025
Q4 		$4.88M Buy
140,883
+5,918
+4% +$204K 2.48% 12
2025
Q3 		$4.61M Buy
134,965
+11,156
+9% +$366K 2.42% 12
2025
Q2 		$3.96M Sell
123,809
-1,928
-2% -$56.9K 2.28% 11
2025
Q1 		$3.56M Buy
+125,737
New +$3.74M 2.22% 11

Other funds holding CGGO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Financial Council
Financial Council Towson, Maryland $317M AUM 19.38% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Smith Thornton Advisors's CGGO Position: Q3 2026 in Review

Smith Thornton Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 3.5% in Q3 2026, buying an estimated $246K and bringing the position to 180,506 shares worth $7.18M. The position accounts for 3.14% of the portfolio, ranked #4.

Smith Thornton Advisors first reported a position in CGGO in Q1 2025 and has held it in 7 quarters since. 264 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

  • Smith Thornton Advisors held 180,506 shares of Capital Group Global Growth Equity ETF worth $7.18M as of Q3 2026.
  • Smith Thornton Advisors bought 6,132 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $246K.
  • Capital Group Global Growth Equity ETF made up 3.14% of Smith Thornton Advisors's portfolio in Q3 2026, its #4 holding.
  • Smith Thornton Advisors first reported a position in Capital Group Global Growth Equity ETF in Q1 2025 and has held it in 7 quarters since.
  • 264 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.