Colonial Trust’s Capital Group Global Equity ETF CGGE Stock Holding History

Colonial Trust’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	$144K	Buy	+4,122	New	+$138K	0.02%	340

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

Colonial Trust's CGGE Position: Q2 2026 in Review

Colonial Trust opened a new position in Capital Group Global Equity ETF (CGGE) in Q2 2026: 4,122 shares worth $144K. The stake represents 0.02% of the portfolio and ranks #340 among its holdings.

183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

Colonial Trust held 4,122 shares of Capital Group Global Equity ETF worth $144K as of Q2 2026.
Capital Group Global Equity ETF was a new Colonial Trust position in Q2 2026.
Capital Group Global Equity ETF made up 0.02% of Colonial Trust's portfolio in Q2 2026, its #340 holding.
183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.