GA
CGGE

GoalVest Advisory’s Capital Group Global Equity ETF CGGE Stock Holding History

GoalVest Advisory’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 		– Sell
-569
Closed -$17.4K – 567
2026
Q1 		$17.4K Buy
+569
New +$18.2K ﹤0.01% 342

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

GoalVest Advisory's CGGE Position: Q2 2026 in Review

GoalVest Advisory sold out of Capital Group Global Equity ETF (CGGE) in Q2 2026, closing a stake of 569 shares — an estimated $17.4K sold.

GoalVest Advisory first reported a position in CGGE in Q1 2026 and held it in 1 quarter. The position peaked at $17.4K in Q1 2026. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • GoalVest Advisory reported no remaining Capital Group Global Equity ETF position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 569 Capital Group Global Equity ETF shares in Q2 2026, an estimated $17.4K.
  • GoalVest Advisory first reported a position in Capital Group Global Equity ETF in Q1 2026 and held it in 1 quarter.
  • GoalVest Advisory's Capital Group Global Equity ETF position peaked at $17.4K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.