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Legacy Wealth Management (Idaho)’s Capital Group Global Equity ETF CGGE Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-49
Closed -$1.5K – 1015
2026
Q1 		$1.5K Hold
49
– – ﹤0.01% 819
2025
Q4 		$1.55K Hold
49
– – ﹤0.01% 701
2025
Q3 		$1.51K Buy
+49
New +$1.46K ﹤0.01% 578

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $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
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

Legacy Wealth Management (Idaho)'s CGGE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Capital Group Global Equity ETF (CGGE) in Q2 2026, closing a stake of 49 shares — an estimated $1.5K sold.

Legacy Wealth Management (Idaho) first reported a position in CGGE in Q3 2025 and held it in 3 quarters. The position peaked at $1.55K in Q4 2025. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Capital Group Global Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 49 Capital Group Global Equity ETF shares in Q2 2026, an estimated $1.5K.
  • Legacy Wealth Management (Idaho) first reported a position in Capital Group Global Equity ETF in Q3 2025 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Capital Group Global Equity ETF position peaked at $1.55K in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.