SOS
CGGE

Silver Oak Securities’s Capital Group Global Equity ETF CGGE Stock Holding History

Silver Oak Securities’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 		$639K Buy
18,138
+7,097
+64% +$238K 0.04% 394
2026
Q1 		$337K Buy
+11,041
New +$354K 0.02% 562

Other funds holding CGGE

Envestnet Asset Management
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
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
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
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

Silver Oak Securities's CGGE Position: Q2 2026 in Review

Silver Oak Securities increased its Capital Group Global Equity ETF (CGGE) stake by 64% in Q2 2026, buying an estimated $238K and bringing the position to 18,138 shares worth $639K. The position accounts for 0.04% of the portfolio, ranked #394.

Silver Oak Securities first reported a position in CGGE in Q1 2026 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Silver Oak Securities held 18,138 shares of Capital Group Global Equity ETF worth $639K as of Q2 2026.
  • Silver Oak Securities bought 7,097 Capital Group Global Equity ETF shares in Q2 2026, an estimated $238K.
  • Capital Group Global Equity ETF made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #394 holding.
  • Silver Oak Securities first reported a position in Capital Group Global Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.