BFP
CGGE

Birchwood Financial Partners’s Capital Group Global Equity ETF CGGE Stock Holding History

Birchwood Financial 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 		$96.9K Hold
2,750
– – 0.08% 127
2026
Q1 		$83.9K Hold
2,750
– – 0.08% 125
2025
Q4 		$87K Buy
+2,750
New +$85.9K 0.09% 122

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

Birchwood Financial Partners's CGGE Position: Q2 2026 in Review

Birchwood Financial Partners held its Capital Group Global Equity ETF (CGGE) position steady in Q2 2026 at 2,750 shares worth $96.9K. The position accounts for 0.08% of the portfolio, ranked #127.

Birchwood Financial Partners first reported a position in CGGE in Q4 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Birchwood Financial Partners held 2,750 shares of Capital Group Global Equity ETF worth $96.9K as of Q2 2026.
  • Birchwood Financial Partners left its Capital Group Global Equity ETF share count unchanged in Q2 2026.
  • Capital Group Global Equity ETF made up 0.08% of Birchwood Financial Partners's portfolio in Q2 2026, its #127 holding.
  • Birchwood Financial Partners first reported a position in Capital Group Global Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.