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Symphony Financial’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Symphony 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
Q2 		$285K Hold
6,738
– – 0.03% 274
2026
Q1 		$225K Buy
+6,738
New +$240K 0.03% 287

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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

Symphony Financial's CGGO Position: Q2 2026 in Review

Symphony Financial held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q2 2026 at 6,738 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #274.

Symphony Financial first reported a position in CGGO in Q1 2026 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Symphony Financial held 6,738 shares of Capital Group Global Growth Equity ETF worth $285K as of Q2 2026.
  • Symphony Financial left its Capital Group Global Growth Equity ETF share count unchanged in Q2 2026.
  • Capital Group Global Growth Equity ETF made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #274 holding.
  • Symphony Financial first reported a position in Capital Group Global Growth Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.