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

Security 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	$1.69M	Sell	47,978 -7,971	-14%	-$267K	0.23%	72
2026 Q1	$1.71M	Buy	55,949 +9,163	+20%	+$294K	0.27%	67
2025 Q4	$1.48M	Buy	46,786 +9,348	+25%	+$292K	0.23%	72
2025 Q3	$1.15M	Buy	37,438 +18,012	+93%	+$537K	0.19%	71
2025 Q2	$567K	Buy	+19,426	New	+$524K	0.1%	104

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

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

Security Financial Services reduced its Capital Group Global Equity ETF (CGGE) stake by 14% in Q2 2026, selling an estimated $267K and leaving 47,978 shares worth $1.69M. The position accounts for 0.23% of the portfolio, ranked #72.

Security Financial Services first reported a position in CGGE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.71M in Q1 2026. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

Security Financial Services held 47,978 shares of Capital Group Global Equity ETF worth $1.69M as of Q2 2026.
Security Financial Services sold 7,971 Capital Group Global Equity ETF shares in Q2 2026, an estimated $267K.
Capital Group Global Equity ETF made up 0.23% of Security Financial Services's portfolio in Q2 2026, its #72 holding.
Security Financial Services first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
Security Financial Services's Capital Group Global Equity ETF position peaked at $1.71M in Q1 2026.
183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

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