CIA
CGGE

Cape Investment Advisory’s Capital Group Global Equity ETF CGGE Stock Holding History

Cape Investment Advisory’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 		$42.3K Buy
+1,200
New +$40.2K 0.01% 541

Other funds holding CGGE

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Cape Investment Advisory's CGGE Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Capital Group Global Equity ETF (CGGE) in Q2 2026: 1,200 shares worth $42.3K. The stake represents 0.01% of the portfolio and ranks #541 among its holdings.

48 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Cape Investment Advisory held 1,200 shares of Capital Group Global Equity ETF worth $42.3K as of Q2 2026.
  • Capital Group Global Equity ETF was a new Cape Investment Advisory position in Q2 2026.
  • Capital Group Global Equity ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #541 holding.
  • 48 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.