Key Financial Inc’s Capital Group Global Equity ETF CGGE Stock Holding History

Key Financial Inc’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	$187K	Buy	+5,311	New	+$178K	0.03%	310

Other funds holding CGGE

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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Key Financial Inc's CGGE Position: Q2 2026 in Review

Key Financial Inc opened a new position in Capital Group Global Equity ETF (CGGE) in Q2 2026: 5,311 shares worth $187K. The stake represents 0.03% of the portfolio and ranks #310 among its holdings.

183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

Key Financial Inc held 5,311 shares of Capital Group Global Equity ETF worth $187K as of Q2 2026.
Capital Group Global Equity ETF was a new Key Financial Inc position in Q2 2026.
Capital Group Global Equity ETF made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #310 holding.
183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.