Tradition Wealth Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Tradition Wealth 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	$3.49M	Buy	82,493 +300	+0.4%	+$11.7K	0.21%	101
2026 Q1	$2.74M	Buy	82,193 +4,000	+5%	+$142K	0.2%	108
2025 Q4	$2.71M	Buy	78,193 +34	+0%	+$1.18K	0.19%	107
2025 Q3	$2.67M	Buy	78,159 +278	+0.4%	+$9.11K	0.2%	105
2025 Q2	$2.49M	Hold	77,881	–	–	0.2%	101
2025 Q1	$2.21M	Buy	77,881 +1,700	+2%	+$50.5K	0.19%	101
2024 Q4	$2.23M	Sell	76,181 -1,987	-3%	-$59.6K	0.2%	101
2024 Q3	$2.36M	Sell	78,168 -785	-1%	-$23K	0.21%	95
2024 Q2	$2.32M	Hold	78,953	–	–	0.22%	91
2024 Q1	$2.27M	Sell	78,953 -985	-1%	-$26.8K	0.23%	89
2023 Q4	$2.06M	Hold	79,938	–	–	0.22%	87
2023 Q3	$1.83M	Buy	79,938 +14,070	+21%	+$337K	0.22%	85
2023 Q2	$1.6M	Buy	65,868 +4,402	+7%	+$104K	0.19%	93
2023 Q1	$1.42M	Buy	+61,466	New	+$1.37M	0.18%	98

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

Tradition Wealth Management's CGGO Position: Q2 2026 in Review

Tradition Wealth Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 0.36% in Q2 2026, buying an estimated $11.7K and bringing the position to 82,493 shares worth $3.49M. The position accounts for 0.21% of the portfolio, ranked #101.

Tradition Wealth Management first reported a position in CGGO in Q1 2023 and has held it in 14 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Tradition Wealth Management held 82,493 shares of Capital Group Global Growth Equity ETF worth $3.49M as of Q2 2026.
Tradition Wealth Management bought 300 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $11.7K.
Capital Group Global Growth Equity ETF made up 0.21% of Tradition Wealth Management's portfolio in Q2 2026, its #101 holding.
Tradition Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q1 2023 and has held it in 14 quarters since.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.