IFG
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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
Q3 		$1.23M Buy
35,349
+2,161
+7% +$75.7K 0.02% 617
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

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Independent Financial Group's CGGE Position: Q3 2026 in Review

Independent Financial Group increased its Capital Group Global Equity ETF (CGGE) stake by 6.5% in Q3 2026, buying an estimated $75.7K and bringing the position to 35,349 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #617.

Independent Financial Group first reported a position in CGGE in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.4M in Q4 2025. 12 funds tracked by Wall St. Rank hold CGGE as of Q3 2026.

  • Independent Financial Group held 35,349 shares of Capital Group Global Equity ETF worth $1.23M as of Q3 2026.
  • Independent Financial Group bought 2,161 Capital Group Global Equity ETF shares in Q3 2026, an estimated $75.7K.
  • Capital Group Global Equity ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #617 holding.
  • Independent Financial Group first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • Independent Financial Group's Capital Group Global Equity ETF position peaked at $1.4M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.