CAPTRUST Financial Advisors
CGGE

CAPTRUST Financial Advisors’s Capital Group Global Equity ETF CGGE Stock Holding History

CAPTRUST Financial Advisors’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 		$1.76M Buy
49,880
+6,871
+16% +$230K ﹤0.01% 1394
2026
Q1 		$1.31M Buy
43,009
+6,006
+16% +$192K ﹤0.01% 1448
2025
Q4 		$1.17M Buy
37,003
+5,214
+16% +$163K ﹤0.01% 1401
2025
Q3 		$979K Buy
31,789
+2,285
+8% +$68.2K ﹤0.01% 1439
2025
Q2 		$861K Buy
29,504
+7,035
+31% +$190K ﹤0.01% 1435
2025
Q1 		$581K Buy
22,469
+10,508
+88% +$277K ﹤0.01% 1572
2024
Q4 		$305K Buy
+11,961
New +$313K ﹤0.01% 1908

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

CAPTRUST Financial Advisors's CGGE Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Capital Group Global Equity ETF (CGGE) stake by 16% in Q2 2026, buying an estimated $230K and bringing the position to 49,880 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

CAPTRUST Financial Advisors first reported a position in CGGE in Q4 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • CAPTRUST Financial Advisors held 49,880 shares of Capital Group Global Equity ETF worth $1.76M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 6,871 Capital Group Global Equity ETF shares in Q2 2026, an estimated $230K.
  • Capital Group Global Equity ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1394 holding.
  • CAPTRUST Financial Advisors first reported a position in Capital Group Global Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.