IWC
CGGE

Integrated Wealth Concepts’s Capital Group Global Equity ETF CGGE Stock Holding History

Integrated Wealth Concepts’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 		$4.84M Buy
137,264
+25,429
+23% +$852K 0.03% 496
2026
Q1 		$3.41M Buy
111,835
+28,182
+34% +$903K 0.03% 557
2025
Q4 		$2.65M Buy
83,653
+40,305
+93% +$1.26M 0.03% 457
2025
Q3 		$1.33M Buy
43,348
+28,938
+201% +$863K 0.01% 845
2025
Q2 		$421K Buy
+14,410
New +$389K ﹤0.01% 1370

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

Integrated Wealth Concepts's CGGE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Capital Group Global Equity ETF (CGGE) stake by 23% in Q2 2026, buying an estimated $852K and bringing the position to 137,264 shares worth $4.84M. The position accounts for 0.03% of the portfolio, ranked #496.

Integrated Wealth Concepts first reported a position in CGGE in Q2 2025 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Integrated Wealth Concepts held 137,264 shares of Capital Group Global Equity ETF worth $4.84M as of Q2 2026.
  • Integrated Wealth Concepts bought 25,429 Capital Group Global Equity ETF shares in Q2 2026, an estimated $852K.
  • Capital Group Global Equity ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #496 holding.
  • Integrated Wealth Concepts first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.