Western Wealth Management’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Western Wealth 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	$1.59M	Buy	37,566 +948	+3%	+$36.9K	0.05%	358
2026 Q1	$1.22M	Buy	36,618 +8,708	+31%	+$310K	0.05%	385
2025 Q4	$967K	Buy	27,910 +913	+3%	+$31.5K	0.04%	362
2025 Q3	$922K	Buy	26,997 +15,453	+134%	+$506K	0.05%	321
2025 Q2	$369K	Sell	11,544 -119	-1%	-$3.51K	0.02%	501
2025 Q1	$330K	Buy	11,663 +301	+3%	+$8.94K	0.02%	509
2024 Q4	$332K	Buy	+11,362	New	+$341K	0.02%	580

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

Western Wealth Management's CGGO Position: Q2 2026 in Review

Western Wealth Management increased its Capital Group Global Growth Equity ETF (CGGO) stake by 2.6% in Q2 2026, buying an estimated $36.9K and bringing the position to 37,566 shares worth $1.59M. The position accounts for 0.05% of the portfolio, ranked #358.

Western Wealth 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.

Western Wealth Management held 37,566 shares of Capital Group Global Growth Equity ETF worth $1.59M as of Q2 2026.
Western Wealth Management bought 948 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $36.9K.
Capital Group Global Growth Equity ETF made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #358 holding.
Western Wealth 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 Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.