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

Souders 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 		$15.5M Buy
367,342
+20,283
+6% +$790K 1.56% 20
2026
Q1 		$11.6M Sell
347,059
-4,404
-1% -$157K 1.32% 21
2025
Q4 		$12.2M Buy
351,463
+13,335
+4% +$461K 1.39% 20
2025
Q3 		$11.6M Buy
338,128
+7,181
+2% +$235K 1.37% 20
2025
Q2 		$10.6M Buy
330,947
+18,779
+6% +$554K 1.35% 21
2025
Q1 		$8.84M Buy
312,168
+21,126
+7% +$628K 1.23% 23
2024
Q4 		$8.5M Buy
291,042
+25,590
+10% +$767K 1.19% 22
2024
Q3 		$8M Buy
265,452
+16,491
+7% +$483K 1.12% 20
2024
Q2 		$7.33M Buy
248,961
+7,977
+3% +$231K 1.11% 24
2024
Q1 		$6.94M Buy
240,984
+9,073
+4% +$247K 1.1% 23
2023
Q4 		$5.97M Buy
231,911
+7,754
+3% +$186K 1.02% 25
2023
Q3 		$5.14M Sell
224,157
-2,978
-1% -$71.4K 0.99% 26
2023
Q2 		$5.52M Sell
227,135
-22,832
-9% -$538K 1.05% 25
2023
Q1 		$5.76M Buy
249,967
+12,562
+5% +$281K 1.22% 23
2022
Q4 		$4.99M Buy
237,405
+23,643
+11% +$483K 1.14% 27
2022
Q3 		$4M Buy
+213,762
New +$4.45M 1.09% 23

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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

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

Souders Financial Advisors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 5.8% in Q2 2026, buying an estimated $790K and bringing the position to 367,342 shares worth $15.5M. The position accounts for 1.56% of the portfolio, ranked #20.

Souders Financial Advisors first reported a position in CGGO in Q3 2022 and has held it in 16 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Souders Financial Advisors held 367,342 shares of Capital Group Global Growth Equity ETF worth $15.5M as of Q2 2026.
  • Souders Financial Advisors bought 20,283 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $790K.
  • Capital Group Global Growth Equity ETF made up 1.56% of Souders Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Souders Financial Advisors first reported a position in Capital Group Global Growth Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.