WAM
CGGO icon

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
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 $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Weatherly Asset Management's CGGO Position: Q1 2026 in Review

Weatherly Asset Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 0.83% in Q1 2026, buying an estimated $9.82K and bringing the position to 33,609 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #94.

Weatherly Asset Management first reported a position in CGGO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q4 2025. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

  • Weatherly Asset Management held 33,609 shares of Capital Group Global Growth Equity ETF worth $1.12M as of Q1 2026.
  • Weatherly Asset Management bought 276 Capital Group Global Growth Equity ETF shares in Q1 2026, an estimated $9.82K.
  • Capital Group Global Growth Equity ETF made up 0.09% of Weatherly Asset Management's portfolio in Q1 2026, its #94 holding.
  • Weatherly Asset Management first reported a position in Capital Group Global Growth Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Weatherly Asset Management's Capital Group Global Growth Equity ETF position peaked at $1.15M in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on Weatherly Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.