BFS
CGGE

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

Boyer Financial Services’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 		$2.85M Buy
81,652
+8,972
+12% +$301K 2.41% 13
2026
Q1 		$2.22M Buy
72,680
+8,683
+14% +$278K 2.35% 14
2025
Q4 		$2.05M Buy
+63,997
New +$2M 2.17% 14

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Boyer Financial Services's CGGE Position: Q2 2026 in Review

Boyer Financial Services increased its Capital Group Global Equity ETF (CGGE) stake by 12% in Q2 2026, buying an estimated $301K and bringing the position to 81,652 shares worth $2.85M. The position accounts for 2.41% of the portfolio, ranked #13.

Boyer Financial Services first reported a position in CGGE in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Boyer Financial Services held 81,652 shares of Capital Group Global Equity ETF worth $2.85M as of Q2 2026.
  • Boyer Financial Services bought 8,972 Capital Group Global Equity ETF shares in Q2 2026, an estimated $301K.
  • Capital Group Global Equity ETF made up 2.41% of Boyer Financial Services's portfolio in Q2 2026, its #13 holding.
  • Boyer Financial Services first reported a position in Capital Group Global Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.