SWM
CGGE

SFG Wealth Management’s Capital Group Global Equity ETF CGGE Stock Holding History

SFG Wealth Management’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 		$2M Sell
56,795
-445
-0.8% -$14.9K 0.72% 24
2026
Q1 		$1.75M Sell
57,240
-53
-0.1% -$1.7K 0.72% 25
2025
Q4 		$1.81M Sell
57,293
-279
-0.5% -$8.72K 0.71% 29
2025
Q3 		$1.77M Buy
+57,572
New +$1.72M 0.77% 27

Other funds holding CGGE

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

SFG Wealth Management's CGGE Position: Q2 2026 in Review

SFG Wealth Management reduced its Capital Group Global Equity ETF (CGGE) stake by 0.78% in Q2 2026, selling an estimated $14.9K and leaving 56,795 shares worth $2M. The position accounts for 0.72% of the portfolio, ranked #24.

SFG Wealth Management first reported a position in CGGE in Q3 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • SFG Wealth Management held 56,795 shares of Capital Group Global Equity ETF worth $2M as of Q2 2026.
  • SFG Wealth Management sold 445 Capital Group Global Equity ETF shares in Q2 2026, an estimated $14.9K.
  • Capital Group Global Equity ETF made up 0.72% of SFG Wealth Management's portfolio in Q2 2026, its #24 holding.
  • SFG Wealth Management first reported a position in Capital Group Global Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.