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

Summit Financial’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	$3.14M	Sell	74,106 -126,615	-63%	-$4.93M	0.03%	483
2026 Q1	$6.7M	Buy	200,721 +87,656	+78%	+$3.12M	0.09%	248
2025 Q4	$3.92M	Buy	113,065 +8,964	+9%	+$310K	0.06%	311
2025 Q3	$3.56M	Buy	+104,101	New	+$3.41M	0.05%	331

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 22.96% 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

Summit Financial's CGGO Position: Q2 2026 in Review

Summit Financial reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 63% in Q2 2026, selling an estimated $4.93M and leaving 74,106 shares worth $3.14M. The position accounts for 0.03% of the portfolio, ranked #483.

Summit Financial first reported a position in CGGO in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.7M in Q1 2026. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Summit Financial held 74,106 shares of Capital Group Global Growth Equity ETF worth $3.14M as of Q2 2026.
Summit Financial sold 126,615 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $4.93M.
Capital Group Global Growth Equity ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #483 holding.
Summit Financial first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and has held it in 4 quarters since.
Summit Financial's Capital Group Global Growth Equity ETF position peaked at $6.7M in Q1 2026.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.