Sweeney & Michel’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Sweeney & Michel’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 Q3	$1.9M	Sell	47,871 -3,870	-7%	-$155K	0.51%	36
2026 Q2	$2.1M	Buy	51,741 +3,542	+7%	+$138K	0.55%	32
2026 Q1	$1.75M	Buy	48,199 +1,971	+4%	+$70.2K	0.52%	37
2025 Q4	$1.69M	Buy	46,228 +2,714	+6%	+$93.8K	0.5%	39
2025 Q3	$1.46M	Buy	43,514 +95	+0.2%	+$3.11K	0.49%	38
2025 Q2	$1.39M	Buy	43,419 +967	+2%	+$28.5K	0.49%	38
2025 Q1	$1.07M	Buy	+42,452	New	+$1.26M	0.47%	37
2024 Q3	$1.32M	Buy	43,410 +1,021	+2%	+$29.9K	0.52%	36
2024 Q2	$1.27M	Buy	42,389 +13,353	+46%	+$386K	0.54%	34
2024 Q1	$847K	Buy	+29,036	New	+$790K	0.37%	47
2023 Q3	$282K	Buy	+11,933	New	+$286K	0.15%	90

Other funds holding CGGO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Sweeney & Michel's CGGO Position: Q3 2026 in Review

Sweeney & Michel reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 7.5% in Q3 2026, selling an estimated $155K and leaving 47,871 shares worth $1.9M. The position accounts for 0.51% of the portfolio, ranked #36.

Sweeney & Michel first reported a position in CGGO in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.1M in Q2 2026. 131 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

Sweeney & Michel held 47,871 shares of Capital Group Global Growth Equity ETF worth $1.9M as of Q3 2026.
Sweeney & Michel sold 3,870 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $155K.
Capital Group Global Growth Equity ETF made up 0.51% of Sweeney & Michel's portfolio in Q3 2026, its #36 holding.
Sweeney & Michel first reported a position in Capital Group Global Growth Equity ETF in Q3 2023 and has held it in 11 quarters since.
Sweeney & Michel's Capital Group Global Growth Equity ETF position peaked at $2.1M in Q2 2026.
131 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.