CAM
CGGE

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

Concorde Asset 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
Q1 		– Sell
-6,663
Closed -$211K – 255
2025
Q4 		$211K Sell
6,663
-41
-0.6% -$1.28K 0.08% 221
2025
Q3 		$208K Buy
+6,704
New +$200K 0.09% 208

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Concorde Asset Management's CGGE Position: Q1 2026 in Review

Concorde Asset Management sold out of Capital Group Global Equity ETF (CGGE) in Q1 2026, closing a stake of 6,663 shares — an estimated $211K sold.

Concorde Asset Management first reported a position in CGGE in Q3 2025 and held it in 2 quarters. The position peaked at $211K in Q4 2025. 169 funds tracked by Wall St. Rank hold CGGE as of Q1 2026.

  • Concorde Asset Management reported no remaining Capital Group Global Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 6,663 Capital Group Global Equity ETF shares in Q1 2026, an estimated $211K.
  • Concorde Asset Management first reported a position in Capital Group Global Equity ETF in Q3 2025 and held it in 2 quarters.
  • Concorde Asset Management's Capital Group Global Equity ETF position peaked at $211K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.