AWS
CGGE

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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-16,331
Closed -$422K – 1953
2025
Q1 		$422K Buy
+16,331
New +$431K 0.01% 1280

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Atria Wealth Solutions's CGGE Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Capital Group Global Equity ETF (CGGE) in Q2 2025, closing a stake of 16,331 shares — an estimated $422K sold.

Atria Wealth Solutions first reported a position in CGGE in Q1 2025 and held it in 1 quarter. The position peaked at $422K in Q1 2025. 81 funds tracked by Wall St. Rank hold CGGE as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Capital Group Global Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 16,331 Capital Group Global Equity ETF shares in Q2 2025, an estimated $422K.
  • Atria Wealth Solutions first reported a position in Capital Group Global Equity ETF in Q1 2025 and held it in 1 quarter.
  • Atria Wealth Solutions's Capital Group Global Equity ETF position peaked at $422K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.