Cary Street Partners’s Capital Group Global Equity ETF CGGE Stock Holding History

Cary Street Partners’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	$6.23M	Sell	176,904 -16,759	-9%	-$561K	0.14%	166
2026 Q1	$5.91M	Buy	193,663 +102,321	+112%	+$3.28M	0.15%	151
2025 Q4	$2.89M	Sell	91,342 -1,119	-1%	-$35K	0.07%	263
2025 Q3	$2.85M	Buy	92,461 +801	+0.9%	+$23.9K	0.07%	270
2025 Q2	$2.68M	Buy	+91,660	New	+$2.47M	0.08%	266

Other funds holding CGGE

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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Cary Street Partners's CGGE Position: Q2 2026 in Review

Cary Street Partners reduced its Capital Group Global Equity ETF (CGGE) stake by 8.7% in Q2 2026, selling an estimated $561K and leaving 176,904 shares worth $6.23M. The position accounts for 0.14% of the portfolio, ranked #166.

Cary Street Partners first reported a position in CGGE in Q2 2025 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

Cary Street Partners held 176,904 shares of Capital Group Global Equity ETF worth $6.23M as of Q2 2026.
Cary Street Partners sold 16,759 Capital Group Global Equity ETF shares in Q2 2026, an estimated $561K.
Capital Group Global Equity ETF made up 0.14% of Cary Street Partners's portfolio in Q2 2026, its #166 holding.
Cary Street Partners first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.