JDLA
CGGE

J. Derek Lewis & Associates’s Capital Group Global Equity ETF CGGE Stock Holding History

J. Derek Lewis & Associates’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 		$1.06M Sell
30,133
-207
-0.7% -$6.93K 0.2% 69
2026
Q1 		$925K Buy
30,340
+5,836
+24% +$187K 0.21% 65
2025
Q4 		$775K Buy
+24,504
New +$766K 0.18% 72

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

J. Derek Lewis & Associates's CGGE Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Capital Group Global Equity ETF (CGGE) stake by 0.68% in Q2 2026, selling an estimated $6.93K and leaving 30,133 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #69.

J. Derek Lewis & Associates first reported a position in CGGE in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • J. Derek Lewis & Associates held 30,133 shares of Capital Group Global Equity ETF worth $1.06M as of Q2 2026.
  • J. Derek Lewis & Associates sold 207 Capital Group Global Equity ETF shares in Q2 2026, an estimated $6.93K.
  • Capital Group Global Equity ETF made up 0.2% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #69 holding.
  • J. Derek Lewis & Associates first reported a position in Capital Group Global Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.