Envestnet Portfolio Solutions
CGGE

Envestnet Portfolio Solutions’s Capital Group Global Equity ETF CGGE Stock Holding History

Envestnet Portfolio Solutions’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 		$12M Buy
341,123
+29,898
+10% +$1M 0.06% 190
2026
Q1 		$9.49M Buy
311,225
+19,057
+7% +$611K 0.05% 193
2025
Q4 		$9.24M Buy
292,168
+37,921
+15% +$1.18M 0.03% 255
2025
Q3 		$7.83M Buy
254,247
+184,653
+265% +$5.51M 0.03% 267
2025
Q2 		$2.03M Sell
69,594
-5,357
-7% -$145K 0.01% 561
2025
Q1 		$1.94M Buy
+74,951
New +$1.98M 0.01% 592

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

Envestnet Portfolio Solutions's CGGE Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Capital Group Global Equity ETF (CGGE) stake by 9.6% in Q2 2026, buying an estimated $1M and bringing the position to 341,123 shares worth $12M. The position accounts for 0.06% of the portfolio, ranked #190.

Envestnet Portfolio Solutions first reported a position in CGGE in Q1 2025 and has held it in 6 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Envestnet Portfolio Solutions held 341,123 shares of Capital Group Global Equity ETF worth $12M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 29,898 Capital Group Global Equity ETF shares in Q2 2026, an estimated $1M.
  • Capital Group Global Equity ETF made up 0.06% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #190 holding.
  • Envestnet Portfolio Solutions first reported a position in Capital Group Global Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.