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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
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 $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

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

WNY Asset Management opened a new position in Capital Group Global Growth Equity ETF (CGGO) in Q1 2026: 712,726 shares worth $23.8M. The stake represents 2.46% of the portfolio and ranks #10 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in CGGO as recently as Q3 2025.

WNY Asset Management first reported a position in CGGO in Q2 2022 and has held it in 15 quarters since. The position peaked at $35.5M in Q1 2024. 414 funds tracked by Wall St. Rank hold CGGO as of Q1 2026.

  • WNY Asset Management held 712,726 shares of Capital Group Global Growth Equity ETF worth $23.8M as of Q1 2026.
  • Capital Group Global Growth Equity ETF was a new WNY Asset Management position in Q1 2026.
  • Capital Group Global Growth Equity ETF made up 2.46% of WNY Asset Management's portfolio in Q1 2026, its #10 holding.
  • WNY Asset Management first reported a position in Capital Group Global Growth Equity ETF in Q2 2022 and has held it in 15 quarters since.
  • WNY Asset Management's Capital Group Global Growth Equity ETF position peaked at $35.5M in Q1 2024.
  • 414 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.