SWP
CGGE

Sagespring Wealth Partners’s Capital Group Global Equity ETF CGGE Stock Holding History

Sagespring Wealth Partners’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 		$1.95M Buy
55,475
+3,260
+6% +$109K 0.03% 220
2026
Q1 		$1.59M Buy
52,215
+3,236
+7% +$104K 0.03% 230
2025
Q4 		$1.55M Buy
48,979
+8,274
+20% +$259K 0.03% 229
2025
Q3 		$1.25M Buy
40,705
+10,964
+37% +$327K 0.02% 266
2025
Q2 		$868K Buy
29,741
+14,602
+96% +$394K 0.02% 313
2025
Q1 		$391K Buy
+15,139
New +$399K 0.01% 449

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

Sagespring Wealth Partners's CGGE Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Capital Group Global Equity ETF (CGGE) stake by 6.2% in Q2 2026, buying an estimated $109K and bringing the position to 55,475 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #220.

Sagespring Wealth Partners first reported a position in CGGE in Q1 2025 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Sagespring Wealth Partners held 55,475 shares of Capital Group Global Equity ETF worth $1.95M as of Q2 2026.
  • Sagespring Wealth Partners bought 3,260 Capital Group Global Equity ETF shares in Q2 2026, an estimated $109K.
  • Capital Group Global Equity ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #220 holding.
  • Sagespring Wealth Partners first reported a position in Capital Group Global Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 119 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.