GWM
CGGE

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

Greenline 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
Q1 		– Sell
-79
Closed -$2.5K – 541
2025
Q4 		$2.5K Buy
+79
New +$2.47K ﹤0.01% 453

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

Greenline Wealth Management's CGGE Position: Q1 2026 in Review

Greenline Wealth Management sold out of Capital Group Global Equity ETF (CGGE) in Q1 2026, closing a stake of 79 shares — an estimated $2.5K sold.

Greenline Wealth Management first reported a position in CGGE in Q4 2025 and held it in 1 quarter. The position peaked at $2.5K in Q4 2025. 170 funds tracked by Wall St. Rank hold CGGE as of Q1 2026.

  • Greenline Wealth Management reported no remaining Capital Group Global Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 79 Capital Group Global Equity ETF shares in Q1 2026, an estimated $2.5K.
  • Greenline Wealth Management first reported a position in Capital Group Global Equity ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Capital Group Global Equity ETF position peaked at $2.5K in Q4 2025.
  • 170 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.