Mutual Advisors’s Capital Group Global Equity ETF CGGE Stock Holding History

Mutual Advisors’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	$2.54M	Buy	72,085 +53,830	+295%	+$1.8M	0.05%	364
2026 Q1	$557K	Buy	18,255 +2,834	+18%	+$90.8K	0.01%	834
2025 Q4	$488K	Buy	15,421 +523	+4%	+$16.3K	0.01%	891
2025 Q3	$463K	Buy	14,898 +6,297	+73%	+$188K	0.01%	892
2025 Q2	$256K	Buy	+8,601	New	+$232K	0.01%	1033

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

Mutual Advisors's CGGE Position: Q2 2026 in Review

Mutual Advisors increased its Capital Group Global Equity ETF (CGGE) stake by 295% in Q2 2026, buying an estimated $1.8M and bringing the position to 72,085 shares worth $2.54M. The position accounts for 0.05% of the portfolio, ranked #364.

Mutual Advisors first reported a position in CGGE in Q2 2025 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

Mutual Advisors held 72,085 shares of Capital Group Global Equity ETF worth $2.54M as of Q2 2026.
Mutual Advisors bought 53,830 Capital Group Global Equity ETF shares in Q2 2026, an estimated $1.8M.
Capital Group Global Equity ETF made up 0.05% of Mutual Advisors's portfolio in Q2 2026, its #364 holding.
Mutual Advisors first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.