CGPCS
CGGE

Capital Group Private Client Services’s Capital Group Global Equity ETF CGGE Stock Holding History

Capital Group Private Client Services’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
Q1 		$211M Buy
6,918,527
+1,505,423
+28% +$48.2M 3.56% 7
2025
Q4 		$171M Buy
5,413,104
+932,109
+21% +$29.1M 2.73% 8
2025
Q3 		$138M Buy
4,480,995
+1,722,096
+62% +$51.4M 2.31% 9
2025
Q2 		$80.5M Buy
2,758,899
+780,241
+39% +$21.1M 0.7% 34
2025
Q1 		$51.2M Buy
1,978,658
+577,292
+41% +$15.2M 0.5% 55
2024
Q4 		$35.7M Buy
1,401,366
+317,715
+29% +$8.32M 0.33% 75
2024
Q3 		$28.8M Buy
1,083,651
+1,066,649
+6,274% +$27.3M 0.27% 97
2024
Q2 		$425K Buy
+17,002
New +$425K ﹤0.01% 251

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return