A&I Financial Services’s Capital Group Global Equity ETF CGGE Stock Holding History

A&I Financial Services’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 Q2	$2.71M	Buy	76,848 +11,135	+17%	+$373K	1.18%	17
2026 Q1	$2M	Buy	65,713 +11,418	+21%	+$366K	0.95%	18
2025 Q4	$1.72M	Buy	54,295 +3,819	+8%	+$119K	0.82%	18
2025 Q3	$1.56M	Buy	50,476 +10,010	+25%	+$299K	0.76%	18
2025 Q2	$1.18M	Buy	+40,466	New	+$1.09M	0.67%	22

Other funds holding CGGE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

A&I Financial Services's CGGE Position: Q2 2026 in Review

A&I Financial Services increased its Capital Group Global Equity ETF (CGGE) stake by 17% in Q2 2026, buying an estimated $373K and bringing the position to 76,848 shares worth $2.71M. The position accounts for 1.18% of the portfolio, ranked #17.

A&I Financial Services first reported a position in CGGE in Q2 2025 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

A&I Financial Services held 76,848 shares of Capital Group Global Equity ETF worth $2.71M as of Q2 2026.
A&I Financial Services bought 11,135 Capital Group Global Equity ETF shares in Q2 2026, an estimated $373K.
Capital Group Global Equity ETF made up 1.18% of A&I Financial Services's portfolio in Q2 2026, its #17 holding.
A&I Financial Services first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.