SF
CGGO icon

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
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 $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Summit Financial's CGGO Position: Q1 2026 in Review

Summit Financial increased its Capital Group Global Growth Equity ETF (CGGO) stake by 78% in Q1 2026, buying an estimated $3.12M and bringing the position to 200,721 shares worth $6.7M. The position accounts for 0.09% of the portfolio, ranked #248.

Summit Financial first reported a position in CGGO in Q3 2025 and has held it in 3 quarters since. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

  • Summit Financial held 200,721 shares of Capital Group Global Growth Equity ETF worth $6.7M as of Q1 2026.
  • Summit Financial bought 87,656 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $3.12M.
  • Capital Group Global Growth Equity ETF made up 0.09% of Summit Financial's portfolio in Q1 2026, its #248 holding.
  • Summit Financial first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.