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

Global Retirement 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
2025 Q4	$199K	Buy	+6,282	New	+$196K	﹤0.01%	1479

Other funds holding CGGE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Retirement Partners's CGGE Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Capital Group Global Equity ETF (CGGE) in Q4 2025: 6,282 shares worth $199K. The stake represents ﹤0.01% of the portfolio and ranks #1479 among its holdings.

156 funds tracked by Wall St. Rank hold CGGE as of Q4 2025.

Global Retirement Partners held 6,282 shares of Capital Group Global Equity ETF worth $199K as of Q4 2025.
Capital Group Global Equity ETF was a new Global Retirement Partners position in Q4 2025.
Capital Group Global Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1479 holding.
156 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.