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

Summit Trail Advisors’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	$257K	Hold	6,075	–	–	﹤0.01%	1367
2026 Q1	$203K	Hold	6,075	–	–	﹤0.01%	1377
2025 Q4	$210K	Hold	6,075	–	–	﹤0.01%	1265
2025 Q3	$208K	Sell	6,075 -3,115	-34%	-$102K	﹤0.01%	1288
2025 Q2	$294K	Buy	+9,190	New	+$271K	0.01%	926

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 Trail Advisors's CGGO Position: Q2 2026 in Review

Summit Trail Advisors held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q2 2026 at 6,075 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Summit Trail Advisors first reported a position in CGGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $294K in Q2 2025. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Summit Trail Advisors held 6,075 shares of Capital Group Global Growth Equity ETF worth $257K as of Q2 2026.
Summit Trail Advisors left its Capital Group Global Growth Equity ETF share count unchanged in Q2 2026.
Capital Group Global Growth Equity ETF made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1367 holding.
Summit Trail Advisors first reported a position in Capital Group Global Growth Equity ETF in Q2 2025 and has held it in 5 quarters since.
Summit Trail Advisors's Capital Group Global Growth Equity ETF position peaked at $294K in Q2 2025.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.