PTC
CGGE

Private Trust Company’s Capital Group Global Equity ETF CGGE Stock Holding History

Private Trust Company’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 		$284K Buy
8,057
+1,061
+15% +$35.5K 0.02% 686
2026
Q1 		$213K Buy
+6,996
New +$224K 0.02% 747

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

Private Trust Company's CGGE Position: Q2 2026 in Review

Private Trust Company increased its Capital Group Global Equity ETF (CGGE) stake by 15% in Q2 2026, buying an estimated $35.5K and bringing the position to 8,057 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #686.

Private Trust Company first reported a position in CGGE in Q1 2026 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Private Trust Company held 8,057 shares of Capital Group Global Equity ETF worth $284K as of Q2 2026.
  • Private Trust Company bought 1,061 Capital Group Global Equity ETF shares in Q2 2026, an estimated $35.5K.
  • Capital Group Global Equity ETF made up 0.02% of Private Trust Company's portfolio in Q2 2026, its #686 holding.
  • Private Trust Company first reported a position in Capital Group Global Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.