CIM
CGGE

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

Capital Investment 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
2026
Q2 		$2.56M Buy
72,711
+7,687
+12% +$258K 0.79% 29
2026
Q1 		$1.98M Buy
65,024
+8,476
+15% +$272K 0.68% 38
2025
Q4 		$1.79M Buy
+56,548
New +$1.77M 0.63% 42

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

Capital Investment Management's CGGE Position: Q2 2026 in Review

Capital Investment Management increased its Capital Group Global Equity ETF (CGGE) stake by 12% in Q2 2026, buying an estimated $258K and bringing the position to 72,711 shares worth $2.56M. The position accounts for 0.79% of the portfolio, ranked #29.

Capital Investment Management first reported a position in CGGE in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Capital Investment Management held 72,711 shares of Capital Group Global Equity ETF worth $2.56M as of Q2 2026.
  • Capital Investment Management bought 7,687 Capital Group Global Equity ETF shares in Q2 2026, an estimated $258K.
  • Capital Group Global Equity ETF made up 0.79% of Capital Investment Management's portfolio in Q2 2026, its #29 holding.
  • Capital Investment Management first reported a position in Capital Group Global Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.