Envestnet Asset Management
CGGE

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

Envestnet 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
Q2 		$527M Buy
14,953,044
+856,879
+6% +$28.7M 0.12% 135
2026
Q1 		$430M Buy
14,096,165
+1,980,478
+16% +$63.5M 0.12% 157
2025
Q4 		$383M Buy
12,115,687
+1,646,741
+16% +$51.5M 0.11% 154
2025
Q3 		$322M Buy
10,468,946
+6,577,466
+169% +$196M 0.09% 207
2025
Q2 		$114M Buy
3,891,480
+1,108,946
+40% +$29.9M 0.03% 451
2025
Q1 		$72M Buy
+2,782,534
New +$73.4M 0.02% 574

Other funds holding CGGE

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Envestnet Asset Management's CGGE Position: Q2 2026 in Review

Envestnet Asset Management increased its Capital Group Global Equity ETF (CGGE) stake by 6.1% in Q2 2026, buying an estimated $28.7M and bringing the position to 14,953,044 shares worth $527M. The position accounts for 0.12% of the portfolio, ranked #135.

Envestnet Asset Management first reported a position in CGGE in Q1 2025 and has held it in 6 quarters since. 81 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Envestnet Asset Management held 14,953,044 shares of Capital Group Global Equity ETF worth $527M as of Q2 2026.
  • Envestnet Asset Management bought 856,879 Capital Group Global Equity ETF shares in Q2 2026, an estimated $28.7M.
  • Capital Group Global Equity ETF made up 0.12% of Envestnet Asset Management's portfolio in Q2 2026, its #135 holding.
  • Envestnet Asset Management first reported a position in Capital Group Global Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 81 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.