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

Summit Global Investments’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	$672K	Buy	15,865 +398	+3%	+$15.5K	0.04%	287
2026 Q1	$516K	Buy	15,467 +799	+5%	+$28.4K	0.03%	325
2025 Q4	$508K	Buy	14,668 +1,134	+8%	+$39.2K	0.03%	314
2025 Q3	$462K	Buy	13,534 +5,620	+71%	+$184K	0.03%	313
2025 Q2	$253K	Buy	+7,914	New	+$234K	0.01%	414

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 Global Investments's CGGO Position: Q2 2026 in Review

Summit Global Investments increased its Capital Group Global Growth Equity ETF (CGGO) stake by 2.6% in Q2 2026, buying an estimated $15.5K and bringing the position to 15,865 shares worth $672K. The position accounts for 0.04% of the portfolio, ranked #287.

Summit Global Investments first reported a position in CGGO in Q2 2025 and has held it in 5 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Summit Global Investments held 15,865 shares of Capital Group Global Growth Equity ETF worth $672K as of Q2 2026.
Summit Global Investments bought 398 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $15.5K.
Capital Group Global Growth Equity ETF made up 0.04% of Summit Global Investments's portfolio in Q2 2026, its #287 holding.
Summit Global Investments first reported a position in Capital Group Global Growth Equity ETF in Q2 2025 and has held it in 5 quarters since.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.