Carson Wealth (CWM LLC)
CGGE

Carson Wealth (CWM LLC)’s Capital Group Global Equity ETF CGGE Stock Holding History

Carson Wealth (CWM 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
Q1 		$31.7K Sell
1,038
-64
-6% -$2.05K ﹤0.01% 4122
2025
Q4 		$35K Buy
1,102
+119
+12% +$3.72K ﹤0.01% 3858
2025
Q3 		$30K Hold
983
– – ﹤0.01% 3892
2025
Q2 		$29K Buy
+983
New +$26.5K ﹤0.01% 3682

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

Carson Wealth (CWM LLC)'s CGGE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Capital Group Global Equity ETF (CGGE) stake by 5.8% in Q1 2026, selling an estimated $2.05K and leaving 1,038 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4122.

Carson Wealth (CWM LLC) first reported a position in CGGE in Q2 2025 and has held it in 4 quarters since. The position peaked at $35K in Q4 2025. 170 funds tracked by Wall St. Rank hold CGGE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,038 shares of Capital Group Global Equity ETF worth $31.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 64 Capital Group Global Equity ETF shares in Q1 2026, an estimated $2.05K.
  • Capital Group Global Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4122 holding.
  • Carson Wealth (CWM LLC) first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Capital Group Global Equity ETF position peaked at $35K in Q4 2025.
  • 170 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.