Vertex Planning Partners’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Vertex Planning Partners’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	$291K	Hold	6,874	–	–	0.04%	127
2026 Q1	$229K	Hold	6,874	–	–	0.04%	124
2025 Q4	$238K	Buy	6,874 +431	+7%	+$14.9K	0.06%	118
2025 Q3	$220K	Hold	6,443	–	–	0.04%	194
2025 Q2	$206K	Buy	+6,443	New	+$190K	0.04%	185

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

Vertex Planning Partners's CGGO Position: Q2 2026 in Review

Vertex Planning Partners held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q2 2026 at 6,874 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #127.

Vertex Planning Partners first reported a position in CGGO in Q2 2025 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Vertex Planning Partners held 6,874 shares of Capital Group Global Growth Equity ETF worth $291K as of Q2 2026.
Vertex Planning Partners left its Capital Group Global Growth Equity ETF share count unchanged in Q2 2026.
Capital Group Global Growth Equity ETF made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #127 holding.
Vertex Planning Partners first reported a position in Capital Group Global Growth Equity ETF in Q2 2025 and has held it in 5 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.