LongView Wealth Management’s Capital Group Global Equity ETF CGGE Stock Holding History

LongView Wealth Management’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	$4.36M	Sell	123,843 -1,628	-1%	-$54.5K	1.12%	22
2026 Q1	$4.13M	Buy	125,471 +3,741	+3%	+$120K	1.04%	24
2025 Q4	$3.99M	Buy	121,730 +20,800	+21%	+$650K	0.96%	26
2025 Q3	$3.11M	Buy	100,930 +43,905	+77%	+$1.31M	0.84%	33
2025 Q2	$1.66M	Buy	57,025 +35,513	+165%	+$959K	0.5%	48
2025 Q1	$556K	Buy	+21,512	New	+$568K	0.17%	109

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

LongView Wealth Management's CGGE Position: Q2 2026 in Review

LongView Wealth Management reduced its Capital Group Global Equity ETF (CGGE) stake by 1.3% in Q2 2026, selling an estimated $54.5K and leaving 123,843 shares worth $4.36M. The position accounts for 1.12% of the portfolio, ranked #22.

LongView Wealth Management first reported a position in CGGE in Q1 2025 and has held it in 6 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

LongView Wealth Management held 123,843 shares of Capital Group Global Equity ETF worth $4.36M as of Q2 2026.
LongView Wealth Management sold 1,628 Capital Group Global Equity ETF shares in Q2 2026, an estimated $54.5K.
Capital Group Global Equity ETF made up 1.12% of LongView Wealth Management's portfolio in Q2 2026, its #22 holding.
LongView Wealth Management first reported a position in Capital Group Global Equity ETF in Q1 2025 and has held it in 6 quarters since.
183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.