Larson Financial Group
CGGE icon

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
Q3 		$74.8M Buy
2,148,091
+164,974
+8% +$5.78M 1.82% 6
2026
Q2 		$69.9M Buy
1,983,117
+405,191
+26% +$13.6M 1.83% 7
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
James Reed Financial Services
James Reed Financial Services Cleveland, Ohio $132M AUM 11.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Smartleaf Asset Management
Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.7% 1-Year Est. Return

Larson Financial Group's CGGE Position: Q3 2026 in Review

Larson Financial Group increased its Capital Group Global Equity ETF (CGGE) stake by 8.3% in Q3 2026, buying an estimated $5.78M and bringing the position to 2,148,091 shares worth $74.8M. The position accounts for 1.82% of the portfolio, ranked #6.

Larson Financial Group first reported a position in CGGE in Q4 2024 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold CGGE as of Q3 2026.

  • Larson Financial Group held 2,148,091 shares of Capital Group Global Equity ETF worth $74.8M as of Q3 2026.
  • Larson Financial Group bought 164,974 Capital Group Global Equity ETF shares in Q3 2026, an estimated $5.78M.
  • Capital Group Global Equity ETF made up 1.82% of Larson Financial Group's portfolio in Q3 2026, its #6 holding.
  • Larson Financial Group first reported a position in Capital Group Global Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • 119 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.