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Kingswood Wealth Advisors’s Capital Group Global Equity ETF CGGE Stock Holding History

Kingswood Wealth Advisors’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 		$1.2M Sell
33,996
-90
-0.3% -$3.02K 0.05% 371
2026
Q1 		$1.04M Buy
34,086
+348
+1% +$11.1K 0.05% 376
2025
Q4 		$1.07M Buy
+33,738
New +$1.05M 0.05% 336

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Kingswood Wealth Advisors's CGGE Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Capital Group Global Equity ETF (CGGE) stake by 0.26% in Q2 2026, selling an estimated $3.02K and leaving 33,996 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #371.

Kingswood Wealth Advisors first reported a position in CGGE in Q4 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Kingswood Wealth Advisors held 33,996 shares of Capital Group Global Equity ETF worth $1.2M as of Q2 2026.
  • Kingswood Wealth Advisors sold 90 Capital Group Global Equity ETF shares in Q2 2026, an estimated $3.02K.
  • Capital Group Global Equity ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #371 holding.
  • Kingswood Wealth Advisors first reported a position in Capital Group Global Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.