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Advyzon Investment Management’s Capital Group Global Equity ETF CGGE Stock Holding History

Advyzon Investment Management’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 		$1.45M Buy
41,183
+578
+1% +$19.4K 0.11% 188
2026
Q1 		$1.24M Buy
40,605
+3,151
+8% +$101K 0.11% 184
2025
Q4 		$1.18M Buy
+37,454
New +$1.17M 0.14% 160

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Capital Group Private Client Services
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
Larson Financial Group
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
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Advyzon Investment Management's CGGE Position: Q2 2026 in Review

Advyzon Investment Management increased its Capital Group Global Equity ETF (CGGE) stake by 1.4% in Q2 2026, buying an estimated $19.4K and bringing the position to 41,183 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #188.

Advyzon Investment Management first reported a position in CGGE in Q4 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Advyzon Investment Management held 41,183 shares of Capital Group Global Equity ETF worth $1.45M as of Q2 2026.
  • Advyzon Investment Management bought 578 Capital Group Global Equity ETF shares in Q2 2026, an estimated $19.4K.
  • Capital Group Global Equity ETF made up 0.11% of Advyzon Investment Management's portfolio in Q2 2026, its #188 holding.
  • Advyzon Investment Management first reported a position in Capital Group Global Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.