LPL Financial
CGGE

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

LPL Financial’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 		$184M Buy
5,216,503
+1,270,696
+32% +$42.6M 0.04% 422
2026
Q1 		$120M Buy
3,945,807
+1,204,087
+44% +$38.6M 0.03% 511
2025
Q4 		$86.7M Buy
2,741,720
+826,247
+43% +$25.8M 0.02% 611
2025
Q3 		$59M Buy
1,915,473
+1,231,973
+180% +$36.8M 0.02% 767
2025
Q2 		$20M Buy
683,500
+428,255
+168% +$11.6M 0.01% 1251
2025
Q1 		$6.6M Buy
255,245
+161,941
+174% +$4.27M ﹤0.01% 1918
2024
Q4 		$2.38M Buy
+93,304
New +$2.44M ﹤0.01% 2703

Other funds holding CGGE

Envestnet Asset Management
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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial's CGGE Position: Q2 2026 in Review

LPL Financial increased its Capital Group Global Equity ETF (CGGE) stake by 32% in Q2 2026, buying an estimated $42.6M and bringing the position to 5,216,503 shares worth $184M. The position accounts for 0.04% of the portfolio, ranked #422.

LPL Financial first reported a position in CGGE in Q4 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • LPL Financial held 5,216,503 shares of Capital Group Global Equity ETF worth $184M as of Q2 2026.
  • LPL Financial bought 1,270,696 Capital Group Global Equity ETF shares in Q2 2026, an estimated $42.6M.
  • Capital Group Global Equity ETF made up 0.04% of LPL Financial's portfolio in Q2 2026, its #422 holding.
  • LPL Financial first reported a position in Capital Group Global Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.