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

Lantern 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 Q3	$1.61M	Buy	46,172 +162	+0.4%	+$5.67K	0.69%	40
2026 Q2	$1.62M	Sell	46,010 -809	-2%	-$27.1K	0.74%	36
2026 Q1	$1.43M	Buy	46,819 +18,607	+66%	+$596K	0.73%	35
2025 Q4	$892K	Buy	28,212 +3,728	+15%	+$116K	0.47%	57
2025 Q3	$754K	Buy	24,484 +161	+0.7%	+$4.8K	0.4%	65
2025 Q2	$710K	Buy	+24,323	New	+$656K	0.42%	64

Other funds holding CGGE

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

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

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

KWB Wealth Redlands, California $1.17B AUM 11.71% 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

Park Avenue Securities New York $16.4B AUM 18.52% 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

Lantern Wealth Advisors's CGGE Position: Q3 2026 in Review

Lantern Wealth Advisors increased its Capital Group Global Equity ETF (CGGE) stake by 0.35% in Q3 2026, buying an estimated $5.67K and bringing the position to 46,172 shares worth $1.61M. The position accounts for 0.69% of the portfolio, ranked #40.

Lantern Wealth Advisors first reported a position in CGGE in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.62M in Q2 2026. 50 funds tracked by Wall St. Rank hold CGGE as of Q3 2026.

Lantern Wealth Advisors held 46,172 shares of Capital Group Global Equity ETF worth $1.61M as of Q3 2026.
Lantern Wealth Advisors bought 162 Capital Group Global Equity ETF shares in Q3 2026, an estimated $5.67K.
Capital Group Global Equity ETF made up 0.69% of Lantern Wealth Advisors's portfolio in Q3 2026, its #40 holding.
Lantern Wealth Advisors first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 6 quarters since.
Lantern Wealth Advisors's Capital Group Global Equity ETF position peaked at $1.62M in Q2 2026.
50 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.