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Transcend Capital Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Transcend Capital Advisors’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
Q1 		$266K Hold
7,980
– – 0.02% 588
2025
Q4 		$277K Sell
7,980
-224
-3% -$7.74K 0.02% 546
2025
Q3 		$280K Buy
+8,204
New +$269K 0.02% 556

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Transcend Capital Advisors's CGGO Position: Q1 2026 in Review

Transcend Capital Advisors held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q1 2026 at 7,980 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #588.

Transcend Capital Advisors first reported a position in CGGO in Q3 2025 and has held it in 3 quarters since. The position peaked at $280K in Q3 2025. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

  • Transcend Capital Advisors held 7,980 shares of Capital Group Global Growth Equity ETF worth $266K as of Q1 2026.
  • Transcend Capital Advisors left its Capital Group Global Growth Equity ETF share count unchanged in Q1 2026.
  • Capital Group Global Growth Equity ETF made up 0.02% of Transcend Capital Advisors's portfolio in Q1 2026, its #588 holding.
  • Transcend Capital Advisors first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Transcend Capital Advisors's Capital Group Global Growth Equity ETF position peaked at $280K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.