Kestra Advisory Services’s Capital Group Global Equity ETF CGGE Stock Holding History

Kestra Advisory 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 Q3	$8.93M	Buy	256,543 +109,701	+75%	+$3.84M	0.03%	611
2026 Q2	$5.17M	Buy	146,842 +32,510	+28%	+$1.09M	0.02%	831
2026 Q1	$3.49M	Buy	114,332 +50,092	+78%	+$1.6M	0.01%	984
2025 Q4	$2.03M	Buy	64,240 +12,799	+25%	+$400K	0.01%	1197
2025 Q3	$1.58M	Buy	51,441 +11,852	+30%	+$354K	0.01%	1291
2025 Q2	$1.16M	Buy	+39,589	New	+$1.07M	0.01%	1391

Other funds holding CGGE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Compton Financial Group Towson, Maryland $519M AUM 6.77% 1-Year Est. Return

James Reed Financial Services Cleveland, Ohio $132M AUM 11.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Kestra Advisory Services's CGGE Position: Q3 2026 in Review

Kestra Advisory Services increased its Capital Group Global Equity ETF (CGGE) stake by 75% in Q3 2026, buying an estimated $3.84M and bringing the position to 256,543 shares worth $8.93M. The position accounts for 0.03% of the portfolio, ranked #611.

Kestra Advisory Services first reported a position in CGGE in Q2 2025 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold CGGE as of Q3 2026.

Kestra Advisory Services held 256,543 shares of Capital Group Global Equity ETF worth $8.93M as of Q3 2026.
Kestra Advisory Services bought 109,701 Capital Group Global Equity ETF shares in Q3 2026, an estimated $3.84M.
Capital Group Global Equity ETF made up 0.03% of Kestra Advisory Services's portfolio in Q3 2026, its #611 holding.
Kestra Advisory Services first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 6 quarters since.
125 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.