RIL
CGGE

Rothschild Investment LLC’s Capital Group Global Equity ETF CGGE Stock Holding History

Rothschild Investment LLC’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 		$37.2K Buy
1,220
+895
+275% +$28.7K ﹤0.01% 1211
2025
Q4 		$10.3K Buy
+325
New +$10.2K ﹤0.01% 1560

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 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 $10.9B AUM 18.41% 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 $36.1B AUM 19.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Rothschild Investment LLC's CGGE Position: Q1 2026 in Review

Rothschild Investment LLC increased its Capital Group Global Equity ETF (CGGE) stake by 275% in Q1 2026, buying an estimated $28.7K and bringing the position to 1,220 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Rothschild Investment LLC first reported a position in CGGE in Q4 2025 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold CGGE as of Q1 2026.

  • Rothschild Investment LLC held 1,220 shares of Capital Group Global Equity ETF worth $37.2K as of Q1 2026.
  • Rothschild Investment LLC bought 895 Capital Group Global Equity ETF shares in Q1 2026, an estimated $28.7K.
  • Capital Group Global Equity ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1211 holding.
  • Rothschild Investment LLC first reported a position in Capital Group Global Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.