CI
CGGE

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
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

JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
BFS
Boyer Financial Services Newport Beach, California $118M AUM
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM

CX Institutional's CGGE Position: Q2 2026 in Review

CX Institutional held its Capital Group Global Equity ETF (CGGE) position steady in Q2 2026 at 107 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

CX Institutional first reported a position in CGGE in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • CX Institutional held 107 shares of Capital Group Global Equity ETF worth $4K as of Q2 2026.
  • CX Institutional left its Capital Group Global Equity ETF share count unchanged in Q2 2026.
  • Capital Group Global Equity ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1402 holding.
  • CX Institutional first reported a position in Capital Group Global Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.