PFS
CGGE

Prospera Financial Services’s Capital Group Global Equity ETF CGGE Stock Holding History

Prospera Financial Services’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 		$699K Buy
19,848
+3,412
+21% +$114K 0.01% 906
2026
Q1 		$501K Buy
16,436
+4,136
+34% +$133K 0.01% 985
2025
Q4 		$389K Buy
12,300
+3,708
+43% +$116K 0.01% 1029
2025
Q3 		$265K Buy
+8,592
New +$256K ﹤0.01% 1190

Other funds holding CGGE

JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
BFS
Boyer Financial Services Newport Beach, California $118M AUM
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM

Prospera Financial Services's CGGE Position: Q2 2026 in Review

Prospera Financial Services increased its Capital Group Global Equity ETF (CGGE) stake by 21% in Q2 2026, buying an estimated $114K and bringing the position to 19,848 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #906.

Prospera Financial Services first reported a position in CGGE in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Prospera Financial Services held 19,848 shares of Capital Group Global Equity ETF worth $699K as of Q2 2026.
  • Prospera Financial Services bought 3,412 Capital Group Global Equity ETF shares in Q2 2026, an estimated $114K.
  • Capital Group Global Equity ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #906 holding.
  • Prospera Financial Services first reported a position in Capital Group Global Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.