Sovran Advisors’s Capital Group Global Equity ETF CGGE Stock Holding History

Sovran Advisors’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	$3.72M	Buy	108,655 +6,267	+6%	+$210K	0.28%	100
2026 Q1	$3.39M	Buy	102,388 +2,671	+3%	+$85.6K	0.27%	98
2025 Q4	$3.25M	Buy	99,717 +3,044	+3%	+$95.1K	0.28%	98
2025 Q3	$3.03M	Buy	96,673 +10,635	+12%	+$317K	0.27%	103
2025 Q2	$2.51M	Buy	+86,038	New	+$2.32M	0.26%	102

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

Sovran Advisors's CGGE Position: Q2 2026 in Review

Sovran Advisors increased its Capital Group Global Equity ETF (CGGE) stake by 6.1% in Q2 2026, buying an estimated $210K and bringing the position to 108,655 shares worth $3.72M. The position accounts for 0.28% of the portfolio, ranked #100.

Sovran Advisors first reported a position in CGGE in Q2 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

Sovran Advisors held 108,655 shares of Capital Group Global Equity ETF worth $3.72M as of Q2 2026.
Sovran Advisors bought 6,267 Capital Group Global Equity ETF shares in Q2 2026, an estimated $210K.
Capital Group Global Equity ETF made up 0.28% of Sovran Advisors's portfolio in Q2 2026, its #100 holding.
Sovran Advisors first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
184 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.