EverSource Wealth Advisors’s Capital Group Global Equity ETF CGGE Stock Holding History

EverSource Wealth Advisors’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	$264	Hold	7	–	–	﹤0.01%	4219
2026 Q1	$215	Hold	7	–	–	﹤0.01%	4187
2025 Q4	$223	Hold	7	–	–	﹤0.01%	4018
2025 Q3	$216	Hold	7	–	–	﹤0.01%	4097
2025 Q2	$205	Buy	+7	New	+$189	﹤0.01%	4057

Other funds holding CGGE

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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

EverSource Wealth Advisors's CGGE Position: Q2 2026 in Review

EverSource Wealth Advisors held its Capital Group Global Equity ETF (CGGE) position steady in Q2 2026 at 7 shares worth $264. The position accounts for ﹤0.01% of the portfolio, ranked #4219.

EverSource Wealth Advisors first reported a position in CGGE in Q2 2025 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

EverSource Wealth Advisors held 7 shares of Capital Group Global Equity ETF worth $264 as of Q2 2026.
EverSource Wealth Advisors left its Capital Group Global Equity ETF share count unchanged in Q2 2026.
Capital Group Global Equity ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4219 holding.
EverSource Wealth Advisors first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.