CX Institutional
CGGE icon

CX Institutional’s Capital Group Global Equity ETF CGGE Stock Holding History

CX Institutional’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
Q3 		– Sell
-107
Closed -$4K – 1745
2026
Q2 		$4K Hold
107
– – ﹤0.01% 1402
2026
Q1 		$3K Hold
107
– – ﹤0.01% 1425
2025
Q4 		$3K Buy
+107
New +$3.34K ﹤0.01% 1340

Other funds holding CGGE

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AMG Asset Management Group
AMG Asset Management Group Cartersville, Georgia $162M AUM 22.3% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Boyer Financial Services
Boyer Financial Services Newport Beach, California $125M AUM 9.98% 1-Year Est. Return

CX Institutional's CGGE Position: Q3 2026 in Review

CX Institutional sold out of Capital Group Global Equity ETF (CGGE) in Q3 2026, closing a stake of 107 shares — an estimated $4K sold.

CX Institutional first reported a position in CGGE in Q4 2025 and held it in 3 quarters. The position peaked at $4K in Q2 2026. 45 funds tracked by Wall St. Rank hold CGGE as of Q3 2026.

  • CX Institutional reported no remaining Capital Group Global Equity ETF position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 107 Capital Group Global Equity ETF shares in Q3 2026, an estimated $4K.
  • CX Institutional first reported a position in Capital Group Global Equity ETF in Q4 2025 and held it in 3 quarters.
  • CX Institutional's Capital Group Global Equity ETF position peaked at $4K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.