Synergy Investment Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Synergy Investment Management’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	$573K	Buy	13,525 +1,500	+12%	+$58.4K	0.14%	91
2026 Q1	$401K	Hold	12,025	–	–	0.13%	91
2025 Q4	$417K	Buy	12,025 +290	+2%	+$10K	0.15%	88
2025 Q3	$401K	Buy	+11,735	New	+$385K	0.15%	86
2025 Q2	–	Sell	-10,960	Closed	-$310K	–	150
2025 Q1	$310K	Buy	10,960 +700	+7%	+$20.8K	0.13%	93
2024 Q4	$300K	Buy	+10,260	New	+$308K	0.13%	91

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

Synergy Investment Management's CGGO Position: Q2 2026 in Review

Synergy Investment Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 12% in Q2 2026, buying an estimated $58.4K and bringing the position to 13,525 shares worth $573K. The position accounts for 0.14% of the portfolio, ranked #91.

Synergy Investment Management first reported a position in CGGO in Q4 2024 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Synergy Investment Management held 13,525 shares of Capital Group Global Growth Equity ETF worth $573K as of Q2 2026.
Synergy Investment Management bought 1,500 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $58.4K.
Capital Group Global Growth Equity ETF made up 0.14% of Synergy Investment Management's portfolio in Q2 2026, its #91 holding.
Synergy Investment Management first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 6 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.