Walkner Condon Financial Advisors’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Walkner Condon Financial Advisors’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	$599K	Sell	14,160 -2,400	-14%	-$93.4K	0.07%	171
2026 Q1	$553K	Sell	16,560 -500	-3%	-$17.8K	0.07%	165
2025 Q4	$591K	Hold	17,060	–	–	0.08%	159
2025 Q3	$583K	Sell	17,060 -1,820	-10%	-$59.6K	0.09%	153
2025 Q2	$604K	Sell	18,880 -8,100	-30%	-$239K	0.11%	136
2025 Q1	$764K	Sell	26,980 -2,600	-9%	-$77.3K	0.15%	111
2024 Q4	$864K	Buy	29,580 +690	+2%	+$20.7K	0.18%	105
2024 Q3	$871K	Buy	28,890 +15,440	+115%	+$452K	0.18%	104
2024 Q2	$396K	Buy	13,450 +950	+8%	+$27.5K	0.09%	168
2024 Q1	$360K	Buy	12,500 +495	+4%	+$13.5K	0.08%	192
2023 Q4	$309K	Sell	12,005 -1,550	-11%	-$37.2K	0.07%	208
2023 Q3	$311K	Buy	+13,555	New	+$325K	0.08%	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 22.9% 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

Walkner Condon Financial Advisors's CGGO Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 14% in Q2 2026, selling an estimated $93.4K and leaving 14,160 shares worth $599K. The position accounts for 0.07% of the portfolio, ranked #171.

Walkner Condon Financial Advisors first reported a position in CGGO in Q3 2023 and has held it in 12 quarters since. The position peaked at $871K in Q3 2024. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Walkner Condon Financial Advisors held 14,160 shares of Capital Group Global Growth Equity ETF worth $599K as of Q2 2026.
Walkner Condon Financial Advisors sold 2,400 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $93.4K.
Capital Group Global Growth Equity ETF made up 0.07% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #171 holding.
Walkner Condon Financial Advisors first reported a position in Capital Group Global Growth Equity ETF in Q3 2023 and has held it in 12 quarters since.
Walkner Condon Financial Advisors's Capital Group Global Growth Equity ETF position peaked at $871K in Q3 2024.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.