Worth Financial Advisory Group’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Worth Financial Advisory Group’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	$297K	Buy	7,017 +6,022	+605%	+$234K	0.12%	153
2026 Q1	$217K	Buy	+995	New	+$35.4K	0.1%	49

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 22.9% 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

Worth Financial Advisory Group's CGGO Position: Q2 2026 in Review

Worth Financial Advisory Group increased its Capital Group Global Growth Equity ETF (CGGO) stake by 605% in Q2 2026, buying an estimated $234K and bringing the position to 7,017 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #153.

Worth Financial Advisory Group first reported a position in CGGO in Q1 2026 and has held it in 2 quarters since. 454 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

Worth Financial Advisory Group held 7,017 shares of Capital Group Global Growth Equity ETF worth $297K as of Q2 2026.
Worth Financial Advisory Group bought 6,022 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $234K.
Capital Group Global Growth Equity ETF made up 0.12% of Worth Financial Advisory Group's portfolio in Q2 2026, its #153 holding.
Worth Financial Advisory Group first reported a position in Capital Group Global Growth Equity ETF in Q1 2026 and has held it in 2 quarters since.
454 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.