Raymond James Financial
CGGE

Raymond James Financial’s Capital Group Global Equity ETF CGGE Stock Holding History

Raymond James Financial’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
Q1 		$18M Buy
589,046
+76,135
+15% +$2.44M 0.01% 1554
2025
Q4 		$16.2M Buy
512,911
+326,874
+176% +$10.2M 0.01% 1589
2025
Q3 		$5.73M Buy
186,037
+70,092
+60% +$2.09M ﹤0.01% 2364
2025
Q2 		$3.38M Sell
115,945
-212,181
-65% -$5.73M ﹤0.01% 2665
2025
Q1 		$8.49M Buy
+328,126
New +$8.66M ﹤0.01% 1942

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $94B AUM 20.14% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 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

Raymond James Financial's CGGE Position: Q1 2026 in Review

Raymond James Financial increased its Capital Group Global Equity ETF (CGGE) stake by 15% in Q1 2026, buying an estimated $2.44M and bringing the position to 589,046 shares worth $18M. The position accounts for 0.01% of the portfolio, ranked #1554.

Raymond James Financial first reported a position in CGGE in Q1 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold CGGE as of Q1 2026.

  • Raymond James Financial held 589,046 shares of Capital Group Global Equity ETF worth $18M as of Q1 2026.
  • Raymond James Financial bought 76,135 Capital Group Global Equity ETF shares in Q1 2026, an estimated $2.44M.
  • Capital Group Global Equity ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1554 holding.
  • Raymond James Financial first reported a position in Capital Group Global Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 169 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.