Valmark Advisers’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Valmark Advisers’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	$40.3M	Buy	951,110 +110,017	+13%	+$4.28M	0.43%	43
2026 Q1	$28.1M	Buy	841,093 +85,283	+11%	+$3.04M	0.33%	53
2025 Q4	$26.2M	Buy	755,810 +131,026	+21%	+$4.53M	0.32%	51
2025 Q3	$21.3M	Buy	624,784 +71,855	+13%	+$2.36M	0.28%	52
2025 Q2	$17.7M	Buy	552,929 +45,381	+9%	+$1.34M	0.25%	57
2025 Q1	$14.4M	Buy	507,548 +197,354	+64%	+$5.86M	0.22%	60
2024 Q4	$9.06M	Buy	310,194 +42,769	+16%	+$1.28M	0.14%	77
2024 Q3	$8.06M	Buy	267,425 +23,313	+10%	+$683K	0.13%	76
2024 Q2	$7.19M	Buy	244,112 +34,389	+16%	+$994K	0.12%	73
2024 Q1	$6.04M	Buy	209,723 +55,165	+36%	+$1.5M	0.11%	85
2023 Q4	$3.98M	Buy	154,558 +137,535	+808%	+$3.3M	0.07%	104
2023 Q3	$390K	Buy	17,023 +2,968	+21%	+$71.2K	0.01%	363
2023 Q2	$341K	Buy	14,055 +205	+1%	+$4.83K	0.01%	382
2023 Q1	$319K	Sell	13,850 -600	-4%	-$13.4K	0.01%	384
2022 Q4	$304K	Buy	+14,450	New	+$295K	0.01%	367

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

Valmark Advisers's CGGO Position: Q2 2026 in Review

Valmark Advisers increased its Capital Group Global Growth Equity ETF (CGGO) stake by 13% in Q2 2026, buying an estimated $4.28M and bringing the position to 951,110 shares worth $40.3M. The position accounts for 0.43% of the portfolio, ranked #43.

Valmark Advisers first reported a position in CGGO in Q4 2022 and has held it in 15 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Valmark Advisers held 951,110 shares of Capital Group Global Growth Equity ETF worth $40.3M as of Q2 2026.
Valmark Advisers bought 110,017 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $4.28M.
Capital Group Global Growth Equity ETF made up 0.43% of Valmark Advisers's portfolio in Q2 2026, its #43 holding.
Valmark Advisers first reported a position in Capital Group Global Growth Equity ETF in Q4 2022 and has held it in 15 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.