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

WNY 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 		$5.44M Sell
128,582
-584,144
-82% -$22.7M 0.49% 35
2026
Q1 		$23.8M Buy
+712,726
New +$25.4M 2.46% 10
2025
Q3 		$22.6M Buy
662,480
+25,787
+4% +$845K 2.18% 12
2025
Q2 		$20.4M Sell
636,693
-26,953
-4% -$795K 2.24% 12
2025
Q1 		$18.8M Buy
663,646
+7,262
+1% +$216K 2.24% 11
2024
Q4 		$19.2M Buy
656,384
+27,204
+4% +$816K 2.38% 10
2024
Q3 		$19M Sell
629,180
-403,652
-39% -$11.8M 2.21% 10
2024
Q2 		$30.4M Sell
1,032,832
-198,678
-16% -$5.75M 4.03% 7
2024
Q1 		$35.5M Sell
1,231,510
-13,286
-1% -$362K 5.41% 4
2023
Q4 		$32M Sell
1,244,796
-4,201
-0.3% -$101K 5.41% 4
2023
Q3 		$28.6M Sell
1,248,997
-108,524
-8% -$2.6M 5.58% 3
2023
Q2 		$33M Sell
1,357,521
-144,637
-10% -$3.41M 7.01% 2
2023
Q1 		$34.6M Buy
1,502,158
+544,796
+57% +$12.2M 8.24% 2
2022
Q4 		$20.1M Buy
957,362
+591,566
+162% +$12.1M 5.44% 3
2022
Q3 		$6.84M Buy
365,796
+23,271
+7% +$484K 2.48% 8
2022
Q2 		$6.88M Buy
+342,525
New +$7.41M 2.33% 9

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 22.96% 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

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

WNY Asset Management reduced its Capital Group Global Growth Equity ETF (CGGO) stake by 82% in Q2 2026, selling an estimated $22.7M and leaving 128,582 shares worth $5.44M. The position accounts for 0.49% of the portfolio, ranked #35.

WNY Asset Management first reported a position in CGGO in Q2 2022 and has held it in 16 quarters since. The position peaked at $35.5M in Q1 2024. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • WNY Asset Management held 128,582 shares of Capital Group Global Growth Equity ETF worth $5.44M as of Q2 2026.
  • WNY Asset Management sold 584,144 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $22.7M.
  • Capital Group Global Growth Equity ETF made up 0.49% of WNY Asset Management's portfolio in Q2 2026, its #35 holding.
  • WNY Asset Management first reported a position in Capital Group Global Growth Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • WNY Asset Management's Capital Group Global Growth Equity ETF position peaked at $35.5M in Q1 2024.
  • 454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.