Weatherly Asset Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Weatherly Asset Management’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	$1.42M	Hold	33,609	–	–	0.1%	91
2026 Q1	$1.12M	Buy	33,609 +276	+0.8%	+$9.82K	0.09%	94
2025 Q4	$1.15M	Hold	33,333	–	–	0.09%	96
2025 Q3	$1.14M	Hold	33,333	–	–	0.09%	97
2025 Q2	$1.07M	Hold	33,333	–	–	0.09%	100
2025 Q1	$944K	Hold	33,333	–	–	0.08%	106
2024 Q4	$974K	Buy	+33,333	New	+$1,000K	0.09%	106

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

Weatherly Asset Management's CGGO Position: Q2 2026 in Review

Weatherly Asset Management held its Capital Group Global Growth Equity ETF (CGGO) position steady in Q2 2026 at 33,609 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #91.

Weatherly Asset Management first reported a position in CGGO in Q4 2024 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Weatherly Asset Management held 33,609 shares of Capital Group Global Growth Equity ETF worth $1.42M as of Q2 2026.
Weatherly Asset Management left its Capital Group Global Growth Equity ETF share count unchanged in Q2 2026.
Capital Group Global Growth Equity ETF made up 0.1% of Weatherly Asset Management's portfolio in Q2 2026, its #91 holding.
Weatherly Asset Management first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 7 quarters since.
453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.