BWP
CGGE

Balboa Wealth Partners’s Capital Group Global Equity ETF CGGE Stock Holding History

Balboa Wealth Partners’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 		$567K Sell
16,095
-3,491
-18% -$117K 0.08% 214
2026
Q1 		$597K Buy
19,586
+955
+5% +$30.6K 0.1% 170
2025
Q4 		$589K Buy
18,631
+616
+3% +$19.2K 0.1% 167
2025
Q3 		$555K Buy
18,015
+2,870
+19% +$85.6K 0.1% 172
2025
Q2 		$442K Buy
+15,145
New +$409K 0.09% 177

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

Balboa Wealth Partners's CGGE Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Capital Group Global Equity ETF (CGGE) stake by 18% in Q2 2026, selling an estimated $117K and leaving 16,095 shares worth $567K. The position accounts for 0.08% of the portfolio, ranked #214.

Balboa Wealth Partners first reported a position in CGGE in Q2 2025 and has held it in 5 quarters since. The position peaked at $597K in Q1 2026. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Balboa Wealth Partners held 16,095 shares of Capital Group Global Equity ETF worth $567K as of Q2 2026.
  • Balboa Wealth Partners sold 3,491 Capital Group Global Equity ETF shares in Q2 2026, an estimated $117K.
  • Capital Group Global Equity ETF made up 0.08% of Balboa Wealth Partners's portfolio in Q2 2026, its #214 holding.
  • Balboa Wealth Partners first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Balboa Wealth Partners's Capital Group Global Equity ETF position peaked at $597K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.