IWP
CGGE

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

IAG Wealth 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
2026
Q2 		$1.71M Buy
48,401
+14,193
+41% +$475K 0.17% 64
2026
Q1 		$1.04M Buy
34,208
+5,707
+20% +$183K 0.12% 71
2025
Q4 		$901K Sell
28,501
-978
-3% -$30.6K 0.1% 73
2025
Q3 		$908K Buy
29,479
+400
+1% +$11.9K 0.11% 72
2025
Q2 		$849K Buy
29,079
+1,785
+7% +$48.2K 0.11% 69
2025
Q1 		$706K Buy
27,294
+1,048
+4% +$27.7K 0.11% 68
2024
Q4 		$669K Buy
+26,246
New +$687K 0.12% 63

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

IAG Wealth Partners's CGGE Position: Q2 2026 in Review

IAG Wealth Partners increased its Capital Group Global Equity ETF (CGGE) stake by 41% in Q2 2026, buying an estimated $475K and bringing the position to 48,401 shares worth $1.71M. The position accounts for 0.17% of the portfolio, ranked #64.

IAG Wealth Partners first reported a position in CGGE in Q4 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • IAG Wealth Partners held 48,401 shares of Capital Group Global Equity ETF worth $1.71M as of Q2 2026.
  • IAG Wealth Partners bought 14,193 Capital Group Global Equity ETF shares in Q2 2026, an estimated $475K.
  • Capital Group Global Equity ETF made up 0.17% of IAG Wealth Partners's portfolio in Q2 2026, its #64 holding.
  • IAG Wealth Partners first reported a position in Capital Group Global Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.