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

Investment Planning 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
2026 Q3	$773K	Hold	22,204	–	–	0.17%	50
2026 Q2	$782K	Sell	22,204 -272	-1%	-$9.11K	0.18%	52
2026 Q1	$686K	Buy	22,476 +2,613	+13%	+$83.7K	0.19%	54
2025 Q4	$628K	Sell	19,863 -2,601	-12%	-$81.3K	0.18%	52
2025 Q3	$692K	Sell	22,464 -554,769	-96%	-$16.5M	0.22%	45
2025 Q2	$16.8M	Buy	+577,233	New	+$15.6M	5.95%	7

Other funds holding CGGE

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

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

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Investment Planning Advisors's CGGE Position: Q3 2026 in Review

Investment Planning Advisors held its Capital Group Global Equity ETF (CGGE) position steady in Q3 2026 at 22,204 shares worth $773K. The position accounts for 0.17% of the portfolio, ranked #50.

Investment Planning Advisors first reported a position in CGGE in Q2 2025 and has held it in 6 quarters since. The position peaked at $16.8M in Q2 2025. 15 funds tracked by Wall St. Rank hold CGGE as of Q3 2026.

Investment Planning Advisors held 22,204 shares of Capital Group Global Equity ETF worth $773K as of Q3 2026.
Investment Planning Advisors left its Capital Group Global Equity ETF share count unchanged in Q3 2026.
Capital Group Global Equity ETF made up 0.17% of Investment Planning Advisors's portfolio in Q3 2026, its #50 holding.
Investment Planning Advisors first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 6 quarters since.
Investment Planning Advisors's Capital Group Global Equity ETF position peaked at $16.8M in Q2 2025.
15 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q3 2026.

Based on Investment Planning Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.