APFP
CGGE

Action Point Financial Planning’s Capital Group Global Equity ETF CGGE Stock Holding History

Action Point Financial Planning’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 		$13.8K Buy
+393
New +$13.2K ﹤0.01% 1309

Other funds holding CGGE

Envestnet Asset Management
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
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AssetMark Inc
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

Action Point Financial Planning's CGGE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Capital Group Global Equity ETF (CGGE) in Q2 2026: 393 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #1309 among its holdings.

184 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Action Point Financial Planning held 393 shares of Capital Group Global Equity ETF worth $13.8K as of Q2 2026.
  • Capital Group Global Equity ETF was a new Action Point Financial Planning position in Q2 2026.
  • Capital Group Global Equity ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1309 holding.
  • 184 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.