Trinity Wealth Management
CGGO icon

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
Q3 		$209K Sell
5,247
-4,113
-44% -$165K 0.07% 86
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

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LifeGoal Wealth Advisors
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Trinity Wealth Management's CGGO Position: Q3 2026 in Review

Trinity Wealth Management reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 44% in Q3 2026, selling an estimated $165K and leaving 5,247 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #86.

Trinity Wealth Management first reported a position in CGGO in Q3 2025 and has held it in 5 quarters since. The position peaked at $396K in Q2 2026. 174 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

  • Trinity Wealth Management held 5,247 shares of Capital Group Global Growth Equity ETF worth $209K as of Q3 2026.
  • Trinity Wealth Management sold 4,113 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $165K.
  • Capital Group Global Growth Equity ETF made up 0.07% of Trinity Wealth Management's portfolio in Q3 2026, its #86 holding.
  • Trinity Wealth Management first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • Trinity Wealth Management's Capital Group Global Growth Equity ETF position peaked at $396K in Q2 2026.
  • 174 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.