GM
CGGE

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

GeoWealth 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
Q1 		$304K Sell
9,959
-324
-3% -$10.4K 0.01% 609
2025
Q4 		$325K Buy
10,283
+2,293
+29% +$71.6K 0.01% 546
2025
Q3 		$246K Buy
+7,990
New +$238K 0.01% 638

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

GeoWealth Management's CGGE Position: Q1 2026 in Review

GeoWealth Management reduced its Capital Group Global Equity ETF (CGGE) stake by 3.2% in Q1 2026, selling an estimated $10.4K and leaving 9,959 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #609.

GeoWealth Management first reported a position in CGGE in Q3 2025 and has held it in 3 quarters since. The position peaked at $325K in Q4 2025. 169 funds tracked by Wall St. Rank hold CGGE as of Q1 2026.

  • GeoWealth Management held 9,959 shares of Capital Group Global Equity ETF worth $304K as of Q1 2026.
  • GeoWealth Management sold 324 Capital Group Global Equity ETF shares in Q1 2026, an estimated $10.4K.
  • Capital Group Global Equity ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #609 holding.
  • GeoWealth Management first reported a position in Capital Group Global Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • GeoWealth Management's Capital Group Global Equity ETF position peaked at $325K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.