Superior Planning, LLC’s Capital Group Global Equity ETF CGGE Stock Holding History

Superior Planning, LLC’s Portfolio CGGE Stock Details CGGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$89.7K	Buy	+2,578	New	+$90.3K	0.04%	254

Other funds holding CGGE

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Superior Planning, LLC's CGGE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group Global Equity ETF (CGGE) in Q3 2026: 2,578 shares worth $89.7K. The stake represents 0.04% of the portfolio and ranks #254 among its holdings.

145 funds tracked by Wall St. Rank hold CGGE as of Q3 2026.

Superior Planning, LLC held 2,578 shares of Capital Group Global Equity ETF worth $89.7K as of Q3 2026.
Capital Group Global Equity ETF was a new Superior Planning, LLC position in Q3 2026.
Capital Group Global Equity ETF made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #254 holding.
145 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.