Gateway Wealth Partners’s Capital Group Global Equity ETF CGGE Stock Holding History

Gateway Wealth Partners’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	$8.19M	Sell	232,465 -124,455	-35%	-$4.17M	0.49%	45
2026 Q1	$10.9M	Buy	356,920 +286,935	+410%	+$9.19M	0.42%	58
2025 Q4	$2.21M	Buy	69,985 +21,898	+46%	+$684K	0.25%	113
2025 Q3	$1.48M	Buy	48,087 +25,253	+111%	+$753K	0.2%	120
2025 Q2	$667K	Buy	22,834 +3,637	+19%	+$98.2K	0.13%	168
2025 Q1	$496K	Buy	+19,197	New	+$507K	0.11%	180

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

Gateway Wealth Partners's CGGE Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Capital Group Global Equity ETF (CGGE) stake by 35% in Q2 2026, selling an estimated $4.17M and leaving 232,465 shares worth $8.19M. The position accounts for 0.49% of the portfolio, ranked #45.

Gateway Wealth Partners first reported a position in CGGE in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.9M in Q1 2026. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

Gateway Wealth Partners held 232,465 shares of Capital Group Global Equity ETF worth $8.19M as of Q2 2026.
Gateway Wealth Partners sold 124,455 Capital Group Global Equity ETF shares in Q2 2026, an estimated $4.17M.
Capital Group Global Equity ETF made up 0.49% of Gateway Wealth Partners's portfolio in Q2 2026, its #45 holding.
Gateway Wealth Partners first reported a position in Capital Group Global Equity ETF in Q1 2025 and has held it in 6 quarters since.
Gateway Wealth Partners's Capital Group Global Equity ETF position peaked at $10.9M in Q1 2026.
183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.