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 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

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

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

Lantern Wealth Advisors reduced its Capital Group Global Equity ETF (CGGE) stake by 1.7% in Q2 2026, selling an estimated $27.1K and leaving 46,010 shares worth $1.62M. The position accounts for 0.74% of the portfolio, ranked #36.

Lantern Wealth Advisors first reported a position in CGGE in Q2 2025 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

Lantern Wealth Advisors held 46,010 shares of Capital Group Global Equity ETF worth $1.62M as of Q2 2026.
Lantern Wealth Advisors sold 809 Capital Group Global Equity ETF shares in Q2 2026, an estimated $27.1K.
Capital Group Global Equity ETF made up 0.74% of Lantern Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Lantern Wealth Advisors first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.