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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
Q3 		$229K Buy
6,587
+5,387
+449% +$189K 0.06% 224
2026
Q2 		$42.3K Buy
+1,200
New +$40.2K 0.01% 541

Other funds holding CGGE

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cape Investment Advisory's CGGE Position: Q3 2026 in Review

Cape Investment Advisory increased its Capital Group Global Equity ETF (CGGE) stake by 449% in Q3 2026, buying an estimated $189K and bringing the position to 6,587 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #224.

Cape Investment Advisory first reported a position in CGGE in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold CGGE as of Q3 2026.

  • Cape Investment Advisory held 6,587 shares of Capital Group Global Equity ETF worth $229K as of Q3 2026.
  • Cape Investment Advisory bought 5,387 Capital Group Global Equity ETF shares in Q3 2026, an estimated $189K.
  • Capital Group Global Equity ETF made up 0.06% of Cape Investment Advisory's portfolio in Q3 2026, its #224 holding.
  • Cape Investment Advisory first reported a position in Capital Group Global Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.