Steward Partners Investment Advisory’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Steward Partners Investment Advisory’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	$13.4M	Buy	315,769 +8,906	+3%	+$347K	0.07%	283
2026 Q1	$10.2M	Buy	306,863 +7,041	+2%	+$251K	0.05%	320
2025 Q4	$10.4M	Buy	299,822 +6,218	+2%	+$215K	0.06%	286
2025 Q3	$10M	Sell	293,604 -3,705	-1%	-$121K	0.06%	281
2025 Q2	$9.5M	Buy	297,309 +31,894	+12%	+$941K	0.07%	261
2025 Q1	$7.52M	Buy	265,415 +41,767	+19%	+$1.24M	0.07%	301
2024 Q4	$6.53M	Buy	223,648 +23,287	+12%	+$698K	0.06%	318
2024 Q3	$6.04M	Buy	200,361 +64,089	+47%	+$1.88M	0.06%	321
2024 Q2	$4.01M	Buy	136,272 +11,653	+9%	+$337K	0.04%	386
2024 Q1	$3.59M	Buy	124,619 +39,755	+47%	+$1.08M	0.04%	408
2023 Q4	$2.18M	Buy	84,864 +6,399	+8%	+$154K	0.03%	482
2023 Q3	$1.8M	Buy	78,465 +2,185	+3%	+$52.4K	0.03%	499
2023 Q2	$1.85M	Buy	76,280 +692	+0.9%	+$16.3K	0.03%	501
2023 Q1	$1.74M	Buy	75,588 +24,641	+48%	+$550K	0.03%	504
2022 Q4	$1.07M	Buy	50,947 +24,872	+95%	+$508K	0.02%	641
2022 Q3	$488K	Buy	+26,075	New	+$542K	0.01%	863

Other funds holding CGGO

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Steward Partners Investment Advisory's CGGO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Capital Group Global Growth Equity ETF (CGGO) stake by 2.9% in Q2 2026, buying an estimated $347K and bringing the position to 315,769 shares worth $13.4M. The position accounts for 0.07% of the portfolio, ranked #283.

Steward Partners Investment Advisory 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.

Steward Partners Investment Advisory held 315,769 shares of Capital Group Global Growth Equity ETF worth $13.4M as of Q2 2026.
Steward Partners Investment Advisory bought 8,906 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $347K.
Capital Group Global Growth Equity ETF made up 0.07% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #283 holding.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.