AssetMark Inc’s Capital Group Global Equity ETF CGGE Stock Holding History

AssetMark Inc’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	$54.1M	Buy	1,536,270 +106,357	+7%	+$3.56M	0.09%	181
2026 Q1	$43.6M	Buy	1,429,913 +216,961	+18%	+$6.95M	0.09%	183
2025 Q4	$38.4M	Buy	1,212,952 +241,406	+25%	+$7.54M	0.08%	199
2025 Q3	$29.9M	Buy	971,546 +928,859	+2,176%	+$27.7M	0.06%	230
2025 Q2	$1.25M	Buy	+42,687	New	+$1.15M	﹤0.01%	878

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

BEI

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc's CGGE Position: Q2 2026 in Review

AssetMark Inc increased its Capital Group Global Equity ETF (CGGE) stake by 7.4% in Q2 2026, buying an estimated $3.56M and bringing the position to 1,536,270 shares worth $54.1M. The position accounts for 0.09% of the portfolio, ranked #181.

AssetMark Inc 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.

AssetMark Inc held 1,536,270 shares of Capital Group Global Equity ETF worth $54.1M as of Q2 2026.
AssetMark Inc bought 106,357 Capital Group Global Equity ETF shares in Q2 2026, an estimated $3.56M.
Capital Group Global Equity ETF made up 0.09% of AssetMark Inc's portfolio in Q2 2026, its #181 holding.
AssetMark Inc 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 AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.