MFG
CGGE

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

Merit 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
Q2 		$5.03M Sell
142,650
-6,213
-4% -$208K 0.03% 435
2026
Q1 		$4.54M Sell
148,863
-398
-0.3% -$12.8K 0.03% 417
2025
Q4 		$4.72M Buy
149,261
+265
+0.2% +$8.28K 0.04% 371
2025
Q3 		$4.59M Buy
148,996
+21,509
+17% +$642K 0.04% 331
2025
Q2 		$3.72M Buy
127,487
+67,984
+114% +$1.83M 0.04% 345
2025
Q1 		$1.54M Buy
+59,503
New +$1.57M 0.02% 507

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
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

Merit Financial Group's CGGE Position: Q2 2026 in Review

Merit Financial Group reduced its Capital Group Global Equity ETF (CGGE) stake by 4.2% in Q2 2026, selling an estimated $208K and leaving 142,650 shares worth $5.03M. The position accounts for 0.03% of the portfolio, ranked #435.

Merit Financial Group 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.

  • Merit Financial Group held 142,650 shares of Capital Group Global Equity ETF worth $5.03M as of Q2 2026.
  • Merit Financial Group sold 6,213 Capital Group Global Equity ETF shares in Q2 2026, an estimated $208K.
  • Capital Group Global Equity ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #435 holding.
  • Merit Financial Group 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.