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Brinker Capital Investments’s Capital Group Global Equity ETF CGGE Stock Holding History

Brinker Capital Investments’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 		$15.4M Sell
436,166
-87,169
-17% -$2.92M 0.12% 147
2026
Q1 		$16M Buy
523,335
+99,075
+23% +$3.17M 0.14% 129
2025
Q4 		$13.4M Buy
424,260
+22,246
+6% +$695K 0.1% 178
2025
Q3 		$12.4M Buy
+402,014
New +$12M 0.1% 180

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Brinker Capital Investments's CGGE Position: Q2 2026 in Review

Brinker Capital Investments reduced its Capital Group Global Equity ETF (CGGE) stake by 17% in Q2 2026, selling an estimated $2.92M and leaving 436,166 shares worth $15.4M. The position accounts for 0.12% of the portfolio, ranked #147.

Brinker Capital Investments first reported a position in CGGE in Q3 2025 and has held it in 4 quarters since. The position peaked at $16M in Q1 2026. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Brinker Capital Investments held 436,166 shares of Capital Group Global Equity ETF worth $15.4M as of Q2 2026.
  • Brinker Capital Investments sold 87,169 Capital Group Global Equity ETF shares in Q2 2026, an estimated $2.92M.
  • Capital Group Global Equity ETF made up 0.12% of Brinker Capital Investments's portfolio in Q2 2026, its #147 holding.
  • Brinker Capital Investments first reported a position in Capital Group Global Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Brinker Capital Investments's Capital Group Global Equity ETF position peaked at $16M in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.