Osaic Holdings’s Capital Group Global Equity ETF CGGE Stock Holding History

Osaic Holdings’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	$39M	Buy	1,107,314 +140,470	+15%	+$4.71M	0.05%	413
2026 Q1	$29.5M	Buy	966,844 +357,952	+59%	+$11.5M	0.04%	435
2025 Q4	$19.3M	Buy	608,892 +3,512	+0.6%	+$110K	0.03%	600
2025 Q3	$18.3M	Buy	605,380 +438,159	+262%	+$13.1M	0.03%	662
2025 Q2	$4.88M	Buy	167,221 +136,225	+439%	+$3.68M	0.01%	1258
2025 Q1	$802K	Buy	30,996 +25,023	+419%	+$660K	﹤0.01%	2435
2024 Q4	$152K	Sell	5,973 -15,754	-73%	-$413K	﹤0.01%	3847
2024 Q3	$577K	Buy	+21,727	New	+$556K	﹤0.01%	2732

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

Osaic Holdings's CGGE Position: Q2 2026 in Review

Osaic Holdings increased its Capital Group Global Equity ETF (CGGE) stake by 15% in Q2 2026, buying an estimated $4.71M and bringing the position to 1,107,314 shares worth $39M. The position accounts for 0.05% of the portfolio, ranked #413.

Osaic Holdings first reported a position in CGGE in Q3 2024 and has held it in 8 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

Osaic Holdings held 1,107,314 shares of Capital Group Global Equity ETF worth $39M as of Q2 2026.
Osaic Holdings bought 140,470 Capital Group Global Equity ETF shares in Q2 2026, an estimated $4.71M.
Capital Group Global Equity ETF made up 0.05% of Osaic Holdings's portfolio in Q2 2026, its #413 holding.
Osaic Holdings first reported a position in Capital Group Global Equity ETF in Q3 2024 and has held it in 8 quarters since.
183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.