SW
CGGE

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

Simplicity Wealth’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 		$1.01M Buy
33,036
+1,529
+5% +$49K 0.06% 293
2025
Q4 		$997K Buy
31,507
+95
+0.3% +$2.97K 0.06% 281
2025
Q3 		$967K Buy
+31,412
New +$937K 0.06% 300

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

Simplicity Wealth's CGGE Position: Q1 2026 in Review

Simplicity Wealth increased its Capital Group Global Equity ETF (CGGE) stake by 4.9% in Q1 2026, buying an estimated $49K and bringing the position to 33,036 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #293.

Simplicity Wealth first reported a position in CGGE in Q3 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold CGGE as of Q1 2026.

  • Simplicity Wealth held 33,036 shares of Capital Group Global Equity ETF worth $1.01M as of Q1 2026.
  • Simplicity Wealth bought 1,529 Capital Group Global Equity ETF shares in Q1 2026, an estimated $49K.
  • Capital Group Global Equity ETF made up 0.06% of Simplicity Wealth's portfolio in Q1 2026, its #293 holding.
  • Simplicity Wealth first reported a position in Capital Group Global Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.