OP
CGGE

ORG Partners’s Capital Group Global Equity ETF CGGE Stock Holding History

ORG Partners’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
2025
Q4 		$1.81M Buy
57,283
+28,416
+98% +$888K 0.32% 69
2025
Q3 		$1.03M Buy
28,867
+9,917
+52% +$296K 0.19% 108
2025
Q2 		$550K Buy
18,950
+17,735
+1,460% +$479K 0.12% 153
2025
Q1 		$31.6K Buy
+1,215
New +$32.1K 0.01% 587

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ORG Partners's CGGE Position: Q4 2025 in Review

ORG Partners increased its Capital Group Global Equity ETF (CGGE) stake by 98% in Q4 2025, buying an estimated $888K and bringing the position to 57,283 shares worth $1.81M. The position accounts for 0.32% of the portfolio, ranked #69.

ORG Partners first reported a position in CGGE in Q1 2025 and has held it in 4 quarters since. 156 funds tracked by Wall St. Rank hold CGGE as of Q4 2025.

  • ORG Partners held 57,283 shares of Capital Group Global Equity ETF worth $1.81M as of Q4 2025.
  • ORG Partners bought 28,416 Capital Group Global Equity ETF shares in Q4 2025, an estimated $888K.
  • Capital Group Global Equity ETF made up 0.32% of ORG Partners's portfolio in Q4 2025, its #69 holding.
  • ORG Partners first reported a position in Capital Group Global Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • 156 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.