GWM
CGGE

Geneos Wealth Management’s Capital Group Global Equity ETF CGGE Stock Holding History

Geneos Wealth 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 		$2.23M Buy
63,280
+27,316
+76% +$915K 0.05% 359
2026
Q1 		$1.1M Buy
35,964
+20,201
+128% +$647K 0.03% 488
2025
Q4 		$499K Buy
15,763
+14,923
+1,777% +$466K 0.01% 664
2025
Q3 		$25.9K Sell
840
-6,289
-88% -$188K ﹤0.01% 1626
2025
Q2 		$208K Buy
7,129
+6,568
+1,171% +$177K 0.01% 976
2025
Q1 		$14.5K Buy
+561
New +$14.8K ﹤0.01% 2088

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

Geneos Wealth Management's CGGE Position: Q2 2026 in Review

Geneos Wealth Management increased its Capital Group Global Equity ETF (CGGE) stake by 76% in Q2 2026, buying an estimated $915K and bringing the position to 63,280 shares worth $2.23M. The position accounts for 0.05% of the portfolio, ranked #359.

Geneos Wealth Management 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.

  • Geneos Wealth Management held 63,280 shares of Capital Group Global Equity ETF worth $2.23M as of Q2 2026.
  • Geneos Wealth Management bought 27,316 Capital Group Global Equity ETF shares in Q2 2026, an estimated $915K.
  • Capital Group Global Equity ETF made up 0.05% of Geneos Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Geneos Wealth Management 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 Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.