James T. Borello RIA’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

James T. Borello RIA’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 Q3	$5.85M	Buy	147,156 +3,564	+2%	+$143K	1.22%	21
2026 Q2	$6.08M	Buy	143,592 +10,250	+8%	+$399K	1.31%	19
2026 Q1	$4.45M	Buy	133,342 +1,230	+0.9%	+$43.8K	1.13%	21
2025 Q4	$4.58M	Buy	132,112 +30,643	+30%	+$1.06M	1.18%	19
2025 Q3	$3.47M	Buy	101,469 +31,938	+46%	+$1.05M	0.94%	25
2025 Q2	$2.22M	Buy	69,531 +2,169	+3%	+$64K	0.65%	29
2025 Q1	$1.91M	Sell	67,362 -363	-0.5%	-$10.8K	0.61%	31
2024 Q4	$1.98M	Sell	67,725 -1,086	-2%	-$32.6K	0.74%	29
2024 Q3	$2.07M	Sell	68,811 -733	-1%	-$21.5K	0.84%	26
2024 Q2	$2.05M	Buy	69,544 +711	+1%	+$20.6K	0.91%	25
2024 Q1	$1.98M	Buy	68,833 +630	+0.9%	+$17.1K	0.9%	25
2023 Q4	$1.75M	Buy	+68,203	New	+$1.64M	1.43%	18

Other funds holding CGGO

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

James T. Borello RIA's CGGO Position: Q3 2026 in Review

James T. Borello RIA increased its Capital Group Global Growth Equity ETF (CGGO) stake by 2.5% in Q3 2026, buying an estimated $143K and bringing the position to 147,156 shares worth $5.85M. The position accounts for 1.22% of the portfolio, ranked #21.

James T. Borello RIA first reported a position in CGGO in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.08M in Q2 2026. 81 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

James T. Borello RIA held 147,156 shares of Capital Group Global Growth Equity ETF worth $5.85M as of Q3 2026.
James T. Borello RIA bought 3,564 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $143K.
Capital Group Global Growth Equity ETF made up 1.22% of James T. Borello RIA's portfolio in Q3 2026, its #21 holding.
James T. Borello RIA first reported a position in Capital Group Global Growth Equity ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's Capital Group Global Growth Equity ETF position peaked at $6.08M in Q2 2026.
81 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.