BFG
CGGE

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

Bleakley Financial Group’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 		$442K Buy
12,538
+459
+4% +$15.4K 0.01% 820
2026
Q1 		$368K Buy
12,079
+707
+6% +$22.7K 0.01% 687
2025
Q4 		$360K Buy
+11,372
New +$355K 0.01% 633
2025
Q3 		– Sell
-10,188
Closed -$297K – 616
2025
Q2 		$297K Buy
10,188
+29
+0.3% +$783 0.01% 543
2025
Q1 		$263K Buy
+10,159
New +$268K 0.01% 487

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

Bleakley Financial Group's CGGE Position: Q2 2026 in Review

Bleakley Financial Group increased its Capital Group Global Equity ETF (CGGE) stake by 3.8% in Q2 2026, buying an estimated $15.4K and bringing the position to 12,538 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #820.

Bleakley Financial Group first reported a position in CGGE in Q1 2025 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Bleakley Financial Group held 12,538 shares of Capital Group Global Equity ETF worth $442K as of Q2 2026.
  • Bleakley Financial Group bought 459 Capital Group Global Equity ETF shares in Q2 2026, an estimated $15.4K.
  • Capital Group Global Equity ETF made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #820 holding.
  • Bleakley Financial Group first reported a position in Capital Group Global Equity ETF in Q1 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 Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.