P
CGGE

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

&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
2026
Q2 		$28M Buy
792,699
+38,674
+5% +$1.3M 0.11% 163
2026
Q1 		$23M Buy
754,025
+109,824
+17% +$3.52M 0.11% 168
2025
Q4 		$20.4M Buy
644,201
+325,825
+102% +$10.2M 0.11% 173
2025
Q3 		$9.83M Buy
318,376
+167,709
+111% +$5M 0.06% 266
2025
Q2 		$4.44M Buy
150,667
+43,554
+41% +$1.18M 0.03% 400
2025
Q1 		$2.8M Buy
+107,113
New +$2.83M 0.03% 436

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

&Partners's CGGE Position: Q2 2026 in Review

&Partners increased its Capital Group Global Equity ETF (CGGE) stake by 5.1% in Q2 2026, buying an estimated $1.3M and bringing the position to 792,699 shares worth $28M. The position accounts for 0.11% of the portfolio, ranked #163.

&Partners 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.

  • &Partners held 792,699 shares of Capital Group Global Equity ETF worth $28M as of Q2 2026.
  • &Partners bought 38,674 Capital Group Global Equity ETF shares in Q2 2026, an estimated $1.3M.
  • Capital Group Global Equity ETF made up 0.11% of &Partners's portfolio in Q2 2026, its #163 holding.
  • &Partners 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.