LFG
CGGE

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

Larson Financial Group’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
Q1 		$48.1M Buy
1,577,926
+214,606
+16% +$6.88M 1.54% 10
2025
Q4 		$43.1M Buy
1,363,320
+165,853
+14% +$5.18M 1.43% 10
2025
Q3 		$36.9M Buy
1,197,467
+393,876
+49% +$11.7M 1.29% 12
2025
Q2 		$23.5M Buy
803,591
+725,739
+932% +$19.6M 0.94% 14
2025
Q1 		$2.01M Buy
77,852
+76,975
+8,777% +$2.03M 0.1% 189
2024
Q4 		$22.4K Buy
+877
New +$23K ﹤0.01% 1171

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $94B AUM 20.14% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

Larson Financial Group's CGGE Position: Q1 2026 in Review

Larson Financial Group increased its Capital Group Global Equity ETF (CGGE) stake by 16% in Q1 2026, buying an estimated $6.88M and bringing the position to 1,577,926 shares worth $48.1M. The position accounts for 1.54% of the portfolio, ranked #10.

Larson Financial Group first reported a position in CGGE in Q4 2024 and has held it in 6 quarters since. 169 funds tracked by Wall St. Rank hold CGGE as of Q1 2026.

  • Larson Financial Group held 1,577,926 shares of Capital Group Global Equity ETF worth $48.1M as of Q1 2026.
  • Larson Financial Group bought 214,606 Capital Group Global Equity ETF shares in Q1 2026, an estimated $6.88M.
  • Capital Group Global Equity ETF made up 1.54% of Larson Financial Group's portfolio in Q1 2026, its #10 holding.
  • Larson Financial Group first reported a position in Capital Group Global Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 169 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.