RFG Advisory’s Capital Group Global Equity ETF CGGE Stock Holding History

RFG Advisory’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	$1.83M	Buy	51,850 +4,297	+9%	+$144K	0.03%	392
2026 Q1	$1.45M	Buy	47,553 +3,194	+7%	+$102K	0.03%	431
2025 Q4	$1.4M	Sell	44,359 -539	-1%	-$16.8K	0.03%	433
2025 Q3	$1.38M	Buy	44,898 +15,971	+55%	+$476K	0.03%	408
2025 Q2	$844K	Buy	+28,927	New	+$781K	0.02%	479

Other funds holding CGGE

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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

RFG Advisory's CGGE Position: Q2 2026 in Review

RFG Advisory increased its Capital Group Global Equity ETF (CGGE) stake by 9% in Q2 2026, buying an estimated $144K and bringing the position to 51,850 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #392.

RFG Advisory first reported a position in CGGE in Q2 2025 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

RFG Advisory held 51,850 shares of Capital Group Global Equity ETF worth $1.83M as of Q2 2026.
RFG Advisory bought 4,297 Capital Group Global Equity ETF shares in Q2 2026, an estimated $144K.
Capital Group Global Equity ETF made up 0.03% of RFG Advisory's portfolio in Q2 2026, its #392 holding.
RFG Advisory first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.