Stephens Inc’s Capital Group Global Equity ETF CGGE Stock Holding History

Stephens Inc’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	$11M	Buy	312,106 +7,809	+3%	+$262K	0.12%	168
2026 Q1	$9.28M	Buy	304,297 +47,618	+19%	+$1.53M	0.12%	182
2025 Q4	$8.12M	Buy	256,679 +22,826	+10%	+$713K	0.1%	202
2025 Q3	$7.2M	Buy	233,853 +33,385	+17%	+$996K	0.09%	222
2025 Q2	$5.85M	Buy	+200,468	New	+$5.41M	0.08%	254

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

Stephens Inc's CGGE Position: Q2 2026 in Review

Stephens Inc increased its Capital Group Global Equity ETF (CGGE) stake by 2.6% in Q2 2026, buying an estimated $262K and bringing the position to 312,106 shares worth $11M. The position accounts for 0.12% of the portfolio, ranked #168.

Stephens Inc first reported a position in CGGE in Q2 2025 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

Stephens Inc held 312,106 shares of Capital Group Global Equity ETF worth $11M as of Q2 2026.
Stephens Inc bought 7,809 Capital Group Global Equity ETF shares in Q2 2026, an estimated $262K.
Capital Group Global Equity ETF made up 0.12% of Stephens Inc's portfolio in Q2 2026, its #168 holding.
Stephens Inc first reported a position in Capital Group Global Equity ETF in Q2 2025 and has held it in 5 quarters since.
183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.