IFG
CGGE

Independent Financial Group’s Capital Group Global Equity ETF CGGE Stock Holding History

Independent Financial Group’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 		$1.17M Sell
33,188
-10,159
-23% -$340K 0.02% 626
2026
Q1 		$1.32M Sell
43,347
-969
-2% -$31K 0.03% 528
2025
Q4 		$1.4M Buy
44,316
+2,654
+6% +$82.9K 0.03% 513
2025
Q3 		$1.28M Buy
41,662
+14,400
+53% +$430K 0.03% 531
2025
Q2 		$796K Buy
+27,262
New +$736K 0.02% 615

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

Independent Financial Group's CGGE Position: Q2 2026 in Review

Independent Financial Group reduced its Capital Group Global Equity ETF (CGGE) stake by 23% in Q2 2026, selling an estimated $340K and leaving 33,188 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #626.

Independent Financial Group first reported a position in CGGE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.4M in Q4 2025. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Independent Financial Group held 33,188 shares of Capital Group Global Equity ETF worth $1.17M as of Q2 2026.
  • Independent Financial Group sold 10,159 Capital Group Global Equity ETF shares in Q2 2026, an estimated $340K.
  • Capital Group Global Equity ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #626 holding.
  • Independent Financial Group first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Independent Financial Group's Capital Group Global Equity ETF position peaked at $1.4M in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.