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

JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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. 22 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.
  • 22 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.