Jones Financial Companies
CGGE

Jones Financial Companies’s Capital Group Global Equity ETF CGGE Stock Holding History

Jones Financial Companies’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 		$15M Buy
438,265
+90,393
+26% +$3.03M 0.01% 770
2026
Q1 		$10.3M Buy
347,872
+155,590
+81% +$4.98M 0.01% 817
2025
Q4 		$6.08M Buy
192,282
+61,760
+47% +$1.93M ﹤0.01% 584
2025
Q3 		$3.99M Buy
130,522
+40,646
+45% +$1.21M ﹤0.01% 639
2025
Q2 		$2.61M Buy
89,876
+67,913
+309% +$1.83M ﹤0.01% 690
2025
Q1 		$569K Buy
+21,963
New +$579K ﹤0.01% 1076

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

Jones Financial Companies's CGGE Position: Q2 2026 in Review

Jones Financial Companies increased its Capital Group Global Equity ETF (CGGE) stake by 26% in Q2 2026, buying an estimated $3.03M and bringing the position to 438,265 shares worth $15M. The position accounts for 0.01% of the portfolio, ranked #770.

Jones Financial Companies first reported a position in CGGE in Q1 2025 and has held it in 6 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Jones Financial Companies held 438,265 shares of Capital Group Global Equity ETF worth $15M as of Q2 2026.
  • Jones Financial Companies bought 90,393 Capital Group Global Equity ETF shares in Q2 2026, an estimated $3.03M.
  • Capital Group Global Equity ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #770 holding.
  • Jones Financial Companies first reported a position in Capital Group Global Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.