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

Waterloo Capital’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 		$480K Sell
11,337
-1,477
-12% -$57.5K 0.03% 357
2026
Q1 		$428K Sell
12,814
-43
-0.3% -$1.53K 0.03% 335
2025
Q4 		$445K Sell
12,857
-358
-3% -$12.4K 0.03% 304
2025
Q3 		$452K Buy
13,215
+103
+0.8% +$3.38K 0.03% 295
2025
Q2 		$419K Sell
13,112
-395
-3% -$11.7K 0.03% 300
2025
Q1 		$383K Sell
13,507
-408
-3% -$12.1K 0.04% 286
2024
Q4 		$407K Buy
13,915
+1,248
+10% +$37.4K 0.04% 258
2024
Q3 		$382K Sell
12,667
-224
-2% -$6.56K 0.04% 278
2024
Q2 		$380K Buy
12,891
+1,156
+10% +$33.4K 0.05% 260
2024
Q1 		$338K Buy
11,735
+31
+0.3% +$844 0.04% 271
2023
Q4 		$301K Buy
11,704
+209
+2% +$5.02K 0.05% 294
2023
Q3 		$263K Buy
+11,495
New +$276K 0.08% 158

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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

Waterloo Capital's CGGO Position: Q2 2026 in Review

Waterloo Capital reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 12% in Q2 2026, selling an estimated $57.5K and leaving 11,337 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #357.

Waterloo Capital first reported a position in CGGO in Q3 2023 and has held it in 12 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Waterloo Capital held 11,337 shares of Capital Group Global Growth Equity ETF worth $480K as of Q2 2026.
  • Waterloo Capital sold 1,477 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $57.5K.
  • Capital Group Global Growth Equity ETF made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #357 holding.
  • Waterloo Capital first reported a position in Capital Group Global Growth Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.