James Reed Financial Services’s Capital Group Global Equity ETF CGGE Stock Holding History

James Reed Financial Services’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	$20.8M	Buy	591,511 +5,383	+0.9%	+$180K	15.91%	4
2026 Q1	$17.9M	Sell	586,128 -12,497	-2%	-$400K	15.48%	4
2025 Q4	$18.9M	Buy	598,625 +226,280	+61%	+$7.07M	15.17%	4
2025 Q3	$11.5M	Sell	372,345 -23,133	-6%	-$690K	10.28%	5
2025 Q2	$11.5M	Buy	+395,478	New	+$10.7M	10.48%	5

Other funds holding CGGE

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

James Reed Financial Services's CGGE Position: Q2 2026 in Review

James Reed Financial Services increased its Capital Group Global Equity ETF (CGGE) stake by 0.92% in Q2 2026, buying an estimated $180K and bringing the position to 591,511 shares worth $20.8M. The position accounts for 15.91% of the portfolio, ranked #4.

James Reed Financial Services first reported a position in CGGE in Q2 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

James Reed Financial Services held 591,511 shares of Capital Group Global Equity ETF worth $20.8M as of Q2 2026.
James Reed Financial Services bought 5,383 Capital Group Global Equity ETF shares in Q2 2026, an estimated $180K.
Capital Group Global Equity ETF made up 15.91% of James Reed Financial Services's portfolio in Q2 2026, its #4 holding.
James Reed Financial Services first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
65 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on James Reed Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.