PWP
CGGE

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

Principle Wealth 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 		$1.07M Hold
30,360
– – 0.05% 178
2026
Q1 		$926K Sell
30,360
-1,730
-5% -$55.4K 0.05% 176
2025
Q4 		$1.02M Buy
32,090
+1,263
+4% +$39.5K 0.06% 168
2025
Q3 		$949K Buy
+30,827
New +$920K 0.06% 170

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Principle Wealth Partners's CGGE Position: Q2 2026 in Review

Principle Wealth Partners held its Capital Group Global Equity ETF (CGGE) position steady in Q2 2026 at 30,360 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #178.

Principle Wealth Partners first reported a position in CGGE in Q3 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Principle Wealth Partners held 30,360 shares of Capital Group Global Equity ETF worth $1.07M as of Q2 2026.
  • Principle Wealth Partners left its Capital Group Global Equity ETF share count unchanged in Q2 2026.
  • Capital Group Global Equity ETF made up 0.05% of Principle Wealth Partners's portfolio in Q2 2026, its #178 holding.
  • Principle Wealth Partners first reported a position in Capital Group Global Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.