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
Q2 		$914K Sell
25,947
-7,089
-21% -$237K 0.03% 451
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 $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

Simplicity Wealth's CGGE Position: Q2 2026 in Review

Simplicity Wealth reduced its Capital Group Global Equity ETF (CGGE) stake by 21% in Q2 2026, selling an estimated $237K and leaving 25,947 shares worth $914K. The position accounts for 0.03% of the portfolio, ranked #451.

Simplicity Wealth first reported a position in CGGE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q1 2026. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Simplicity Wealth held 25,947 shares of Capital Group Global Equity ETF worth $914K as of Q2 2026.
  • Simplicity Wealth sold 7,089 Capital Group Global Equity ETF shares in Q2 2026, an estimated $237K.
  • Capital Group Global Equity ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #451 holding.
  • Simplicity Wealth first reported a position in Capital Group Global Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Simplicity Wealth's Capital Group Global Equity ETF position peaked at $1.01M in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.