AI
CGGE

Atria Investments’s Capital Group Global Equity ETF CGGE Stock Holding History

Atria Investments’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 		$1.79M Buy
50,895
+4,719
+10% +$158K 0.02% 814
2026
Q1 		$1.41M Buy
46,176
+21,320
+86% +$683K 0.02% 881
2025
Q4 		$786K Buy
24,856
+15,411
+163% +$482K 0.01% 1194
2025
Q3 		$291K Buy
+9,445
New +$282K ﹤0.01% 1739

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

Atria Investments's CGGE Position: Q2 2026 in Review

Atria Investments increased its Capital Group Global Equity ETF (CGGE) stake by 10% in Q2 2026, buying an estimated $158K and bringing the position to 50,895 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #814.

Atria Investments first reported a position in CGGE in Q3 2025 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Atria Investments held 50,895 shares of Capital Group Global Equity ETF worth $1.79M as of Q2 2026.
  • Atria Investments bought 4,719 Capital Group Global Equity ETF shares in Q2 2026, an estimated $158K.
  • Capital Group Global Equity ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #814 holding.
  • Atria Investments first reported a position in Capital Group Global Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.