HA
CGGE

Herold Advisors’s Capital Group Global Equity ETF CGGE Stock Holding History

Herold Advisors’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
Q3 		– Sell
-24,323
Closed -$710K – 315
2025
Q2 		$710K Buy
+24,323
New +$656K 0.15% 149

Other funds holding CGGE

Envestnet Asset Management
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Herold Advisors's CGGE Position: Q3 2025 in Review

Herold Advisors sold out of Capital Group Global Equity ETF (CGGE) in Q3 2025, closing a stake of 24,323 shares — an estimated $710K sold.

Herold Advisors first reported a position in CGGE in Q2 2025 and held it in 1 quarter. The position peaked at $710K in Q2 2025. 117 funds tracked by Wall St. Rank hold CGGE as of Q3 2025.

  • Herold Advisors reported no remaining Capital Group Global Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 24,323 Capital Group Global Equity ETF shares in Q3 2025, an estimated $710K.
  • Herold Advisors first reported a position in Capital Group Global Equity ETF in Q2 2025 and held it in 1 quarter.
  • Herold Advisors's Capital Group Global Equity ETF position peaked at $710K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.