EWS
CGGE

Evergreen Wealth Solutions’s Capital Group Global Equity ETF CGGE Stock Holding History

Evergreen Wealth 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
Q1 		$6.67M Buy
218,540
+88,870
+69% +$2.85M 0.47% 43
2025
Q4 		$4.1M Buy
129,670
+58,315
+82% +$1.82M 0.57% 34
2025
Q3 		$2.2M Buy
71,355
+27,798
+64% +$829K 1.24% 14
2025
Q2 		$1.27M Buy
+43,557
New +$1.18M 0.77% 29

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Evergreen Wealth Solutions's CGGE Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Capital Group Global Equity ETF (CGGE) stake by 69% in Q1 2026, buying an estimated $2.85M and bringing the position to 218,540 shares worth $6.67M. The position accounts for 0.47% of the portfolio, ranked #43.

Evergreen Wealth Solutions first reported a position in CGGE in Q2 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold CGGE as of Q1 2026.

  • Evergreen Wealth Solutions held 218,540 shares of Capital Group Global Equity ETF worth $6.67M as of Q1 2026.
  • Evergreen Wealth Solutions bought 88,870 Capital Group Global Equity ETF shares in Q1 2026, an estimated $2.85M.
  • Capital Group Global Equity ETF made up 0.47% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #43 holding.
  • Evergreen Wealth Solutions first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.