CAWM
CGGE

Capital A Wealth Management’s Capital Group Global Equity ETF CGGE Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-2,406
Closed -$62.2K – 869
2025
Q1 		$62.2K Buy
+2,406
New +$63.5K 0.07% 131

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Capital A Wealth Management's CGGE Position: Q2 2025 in Review

Capital A Wealth Management sold out of Capital Group Global Equity ETF (CGGE) in Q2 2025, closing a stake of 2,406 shares — an estimated $62.2K sold.

Capital A Wealth Management first reported a position in CGGE in Q1 2025 and held it in 1 quarter. The position peaked at $62.2K in Q1 2025. 81 funds tracked by Wall St. Rank hold CGGE as of Q2 2025.

  • Capital A Wealth Management reported no remaining Capital Group Global Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 2,406 Capital Group Global Equity ETF shares in Q2 2025, an estimated $62.2K.
  • Capital A Wealth Management first reported a position in Capital Group Global Equity ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's Capital Group Global Equity ETF position peaked at $62.2K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.