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

Trinity 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	$396K	Buy	9,360 +328	+4%	+$12.8K	0.13%	55
2026 Q1	$301K	Buy	9,032 +1,712	+23%	+$60.9K	0.11%	57
2025 Q4	$254K	Buy	7,320 +149	+2%	+$5.15K	0.09%	59
2025 Q3	$245K	Buy	+7,171	New	+$235K	0.09%	57

Other funds holding CGGO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Trinity Wealth Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 3.6% in Q2 2026, buying an estimated $12.8K and bringing the position to 9,360 shares worth $396K. The position accounts for 0.13% of the portfolio, ranked #55.

Trinity Wealth Management first reported a position in CGGO in Q3 2025 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Trinity Wealth Management held 9,360 shares of Capital Group Global Growth Equity ETF worth $396K as of Q2 2026.
Trinity Wealth Management bought 328 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $12.8K.
Capital Group Global Growth Equity ETF made up 0.13% of Trinity Wealth Management's portfolio in Q2 2026, its #55 holding.
Trinity Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and has held it in 4 quarters since.
179 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.