OC
CGGE

Oppenheimer & Co’s Capital Group Global Equity ETF CGGE Stock Holding History

Oppenheimer & Co’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 		$406K Buy
11,514
+1,335
+13% +$44.7K ﹤0.01% 1357
2026
Q1 		$310K Buy
10,179
+2,669
+36% +$85.5K ﹤0.01% 1376
2025
Q4 		$238K Buy
+7,510
New +$235K ﹤0.01% 1364

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

Oppenheimer & Co's CGGE Position: Q2 2026 in Review

Oppenheimer & Co increased its Capital Group Global Equity ETF (CGGE) stake by 13% in Q2 2026, buying an estimated $44.7K and bringing the position to 11,514 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Oppenheimer & Co first reported a position in CGGE in Q4 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Oppenheimer & Co held 11,514 shares of Capital Group Global Equity ETF worth $406K as of Q2 2026.
  • Oppenheimer & Co bought 1,335 Capital Group Global Equity ETF shares in Q2 2026, an estimated $44.7K.
  • Capital Group Global Equity ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1357 holding.
  • Oppenheimer & Co first reported a position in Capital Group Global Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.