Stephens Inc’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Stephens Inc’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 Q1	$15.5M	Buy	463,778 +92,745	+25%	+$3.3M	0.19%	118
2025 Q4	$12.9M	Buy	371,033 +152,342	+70%	+$5.26M	0.16%	139
2025 Q3	$7.47M	Buy	218,691 +10,636	+5%	+$349K	0.1%	212
2025 Q2	$6.65M	Sell	208,055 -330,020	-61%	-$9.74M	0.09%	227
2025 Q1	$15.2M	Sell	538,075 -51,776	-9%	-$1.54M	0.22%	111
2024 Q4	$17.2M	Buy	589,851 +39,839	+7%	+$1.19M	0.24%	95
2024 Q3	$16.6M	Buy	550,012 +9,572	+2%	+$280K	0.24%	107
2024 Q2	$15.9M	Buy	540,440 +36,070	+7%	+$1.04M	0.24%	98
2024 Q1	$14.5M	Buy	+504,370	New	+$13.7M	0.23%	110
2022 Q2	–	Sell	-25,480	Closed	-$619K	–	1241
2022 Q1	$619K	Buy	+25,480	New	+$607K	0.01%	737

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stephens Inc's CGGO Position: Q1 2026 in Review

Stephens Inc increased its Capital Group Global Growth Equity ETF (CGGO) stake by 25% in Q1 2026, buying an estimated $3.3M and bringing the position to 463,778 shares worth $15.5M. The position accounts for 0.19% of the portfolio, ranked #118.

Stephens Inc first reported a position in CGGO in Q1 2022 and has held it in 10 quarters since. The position peaked at $17.2M in Q4 2024. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

Stephens Inc held 463,778 shares of Capital Group Global Growth Equity ETF worth $15.5M as of Q1 2026.
Stephens Inc bought 92,745 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $3.3M.
Capital Group Global Growth Equity ETF made up 0.19% of Stephens Inc's portfolio in Q1 2026, its #118 holding.
Stephens Inc first reported a position in Capital Group Global Growth Equity ETF in Q1 2022 and has held it in 10 quarters since.
Stephens Inc's Capital Group Global Growth Equity ETF position peaked at $17.2M in Q4 2024.
414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.