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

Spire Wealth 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 		$25.4K Buy
+599
New +$23.3K ﹤0.01% 1380
2025
Q2 		– Sell
-1,952
Closed -$55.3K – 2406
2025
Q1 		$55.3K Hold
1,952
– – ﹤0.01% 1240
2024
Q4 		$57K Hold
1,952
– – ﹤0.01% 1234
2024
Q3 		$58.9K Hold
1,952
– – ﹤0.01% 1084
2024
Q2 		$57.5K Hold
1,952
– – ﹤0.01% 1073
2024
Q1 		$56.2K Hold
1,952
– – ﹤0.01% 1178
2023
Q4 		$50.5K Buy
+1,952
New +$46.9K ﹤0.01% 1198

Other funds holding CGGO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Spire Wealth Management's CGGO Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Capital Group Global Growth Equity ETF (CGGO) in Q2 2026: 599 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #1380 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in CGGO as recently as Q1 2025.

Spire Wealth Management first reported a position in CGGO in Q4 2023 and has held it in 7 quarters since. The position peaked at $58.9K in Q3 2024. 64 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Spire Wealth Management held 599 shares of Capital Group Global Growth Equity ETF worth $25.4K as of Q2 2026.
  • Capital Group Global Growth Equity ETF was a new Spire Wealth Management position in Q2 2026.
  • Capital Group Global Growth Equity ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1380 holding.
  • Spire Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q4 2023 and has held it in 7 quarters since.
  • Spire Wealth Management's Capital Group Global Growth Equity ETF position peaked at $58.9K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.