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

KWB Wealth’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	$13.7M	Buy	+394,079	New	+$13.8M	1.17%	21

Other funds holding CGGE

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

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

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AMG Asset Management Group Cartersville, Georgia $162M AUM 22.3% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

KWB Wealth's CGGE Position: Q3 2026 in Review

KWB Wealth opened a new position in Capital Group Global Equity ETF (CGGE) in Q3 2026: 394,079 shares worth $13.7M. The stake represents 1.17% of the portfolio and ranks #21 among its holdings.

37 funds tracked by Wall St. Rank hold CGGE as of Q3 2026.

KWB Wealth held 394,079 shares of Capital Group Global Equity ETF worth $13.7M as of Q3 2026.
Capital Group Global Equity ETF was a new KWB Wealth position in Q3 2026.
Capital Group Global Equity ETF made up 1.17% of KWB Wealth's portfolio in Q3 2026, its #21 holding.
37 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.