CAL
CGGE

Capital Analysts LLC’s Capital Group Global Equity ETF CGGE Stock Holding History

Capital Analysts LLC’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 		$3.17M Buy
89,985
+41,758
+87% +$1.4M 0.07% 210
2026
Q1 		$1.47M Buy
48,227
+33,978
+238% +$1.09M 0.04% 283
2025
Q4 		$450K Buy
14,249
+2,592
+22% +$81K 0.01% 448
2025
Q3 		$359K Buy
11,657
+11,451
+5,559% +$342K 0.01% 477
2025
Q2 		$6K Hold
206
– – ﹤0.01% 1236
2025
Q1 		$5K Buy
+206
New +$5.43K ﹤0.01% 1237

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Capital Analysts LLC's CGGE Position: Q2 2026 in Review

Capital Analysts LLC increased its Capital Group Global Equity ETF (CGGE) stake by 87% in Q2 2026, buying an estimated $1.4M and bringing the position to 89,985 shares worth $3.17M. The position accounts for 0.07% of the portfolio, ranked #210.

Capital Analysts LLC first reported a position in CGGE in Q1 2025 and has held it in 6 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Capital Analysts LLC held 89,985 shares of Capital Group Global Equity ETF worth $3.17M as of Q2 2026.
  • Capital Analysts LLC bought 41,758 Capital Group Global Equity ETF shares in Q2 2026, an estimated $1.4M.
  • Capital Group Global Equity ETF made up 0.07% of Capital Analysts LLC's portfolio in Q2 2026, its #210 holding.
  • Capital Analysts LLC first reported a position in Capital Group Global Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.