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Turning Point Benefit Group’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Turning Point Benefit Group’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 		– Sell
-64
Closed -$2.22K – 220
2025
Q4 		$2.22K Sell
64
-16
-20% -$553 ﹤0.01% 435
2025
Q3 		$2.75K Buy
+80
New +$2.62K ﹤0.01% 274

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

Turning Point Benefit Group's CGGO Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Capital Group Global Growth Equity ETF (CGGO) in Q1 2026, closing a stake of 64 shares — an estimated $2.22K sold.

Turning Point Benefit Group first reported a position in CGGO in Q3 2025 and held it in 2 quarters. The position peaked at $2.75K in Q3 2025. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Capital Group Global Growth Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 64 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $2.22K.
  • Turning Point Benefit Group first reported a position in Capital Group Global Growth Equity ETF in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Capital Group Global Growth Equity ETF position peaked at $2.75K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.