CIA
CGGE

Concurrent Investment Advisors’s Capital Group Global Equity ETF CGGE Stock Holding History

Concurrent Investment 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 		$6.66M Sell
189,081
-44,223
-19% -$1.48M 0.06% 364
2026
Q1 		$7.12M Sell
233,304
-250,346
-52% -$8.02M 0.08% 279
2025
Q4 		$15.3M Buy
483,650
+246,091
+104% +$7.69M 0.17% 125
2025
Q3 		$7.31M Buy
237,559
+70,209
+42% +$2.09M 0.13% 177
2025
Q2 		$4.88M Buy
167,350
+6,515
+4% +$176K 0.09% 227
2025
Q1 		$4.16M Buy
+160,835
New +$4.24M 0.1% 221

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

Concurrent Investment Advisors's CGGE Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Capital Group Global Equity ETF (CGGE) stake by 19% in Q2 2026, selling an estimated $1.48M and leaving 189,081 shares worth $6.66M. The position accounts for 0.06% of the portfolio, ranked #364.

Concurrent Investment Advisors first reported a position in CGGE in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.3M in Q4 2025. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Concurrent Investment Advisors held 189,081 shares of Capital Group Global Equity ETF worth $6.66M as of Q2 2026.
  • Concurrent Investment Advisors sold 44,223 Capital Group Global Equity ETF shares in Q2 2026, an estimated $1.48M.
  • Capital Group Global Equity ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #364 holding.
  • Concurrent Investment Advisors first reported a position in Capital Group Global Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Capital Group Global Equity ETF position peaked at $15.3M in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.