Summit Wealth Group (Colorado)’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Summit Wealth Group (Colorado)’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	$1.5M	Buy	35,478 +7,441	+27%	+$290K	0.12%	101
2026 Q1	$936K	Buy	28,037 +2,377	+9%	+$84.6K	0.1%	111
2025 Q4	$889K	Buy	+25,660	New	+$886K	0.12%	104
2025 Q3	–	Sell	-19,006	Closed	-$612K	–	500
2025 Q2	$612K	Buy	+19,006	New	+$561K	0.15%	116

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 Wealth Group (Colorado)'s CGGO Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Capital Group Global Growth Equity ETF (CGGO) stake by 27% in Q2 2026, buying an estimated $290K and bringing the position to 35,478 shares worth $1.5M. The position accounts for 0.12% of the portfolio, ranked #101.

Summit Wealth Group (Colorado) first reported a position in CGGO in Q2 2025 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Summit Wealth Group (Colorado) held 35,478 shares of Capital Group Global Growth Equity ETF worth $1.5M as of Q2 2026.
Summit Wealth Group (Colorado) bought 7,441 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $290K.
Capital Group Global Growth Equity ETF made up 0.12% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #101 holding.
Summit Wealth Group (Colorado) first reported a position in Capital Group Global Growth Equity ETF in Q2 2025 and has held it in 4 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.