Strategic Family Wealth Counselors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Strategic Family Wealth Counselors’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	$1.87M	Buy	56,140 +6,744	+14%	+$240K	0.49%	49
2025 Q4	$1.76M	Buy	49,396 +1,340	+3%	+$46.3K	0.4%	58
2025 Q3	$1.64M	Buy	48,056 +4,111	+9%	+$135K	0.42%	52
2025 Q2	$1.4M	Buy	43,945 +555	+1%	+$16.4K	0.4%	55
2025 Q1	$1.23M	Buy	43,390 +8,268	+24%	+$246K	0.4%	55
2024 Q4	$1.03M	Buy	35,122 +11,544	+49%	+$346K	0.33%	58
2024 Q3	$711K	Buy	23,578 +13,728	+139%	+$402K	0.25%	63
2024 Q2	$290K	Buy	+9,850	New	+$285K	0.11%	97

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 $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.16B AUM 20.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Strategic Family Wealth Counselors's CGGO Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its Capital Group Global Growth Equity ETF (CGGO) stake by 14% in Q1 2026, buying an estimated $240K and bringing the position to 56,140 shares worth $1.87M. The position accounts for 0.49% of the portfolio, ranked #49.

Strategic Family Wealth Counselors first reported a position in CGGO in Q2 2024 and has held it in 8 quarters since. 416 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

Strategic Family Wealth Counselors held 56,140 shares of Capital Group Global Growth Equity ETF worth $1.87M as of Q1 2026.
Strategic Family Wealth Counselors bought 6,744 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $240K.
Capital Group Global Growth Equity ETF made up 0.49% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #49 holding.
Strategic Family Wealth Counselors first reported a position in Capital Group Global Growth Equity ETF in Q2 2024 and has held it in 8 quarters since.
416 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.