SPIA
CGGE

Steward Partners Investment Advisory’s Capital Group Global Equity ETF CGGE Stock Holding History

Steward Partners Investment Advisory’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 		$110K Buy
3,120
+2,573
+470% +$86.2K ﹤0.01% 2538
2026
Q1 		$16.7K Buy
547
+189
+53% +$6.05K ﹤0.01% 3314
2025
Q4 		$11.3K Buy
358
+96
+37% +$3K ﹤0.01% 3397
2025
Q3 		$8.07K Buy
+262
New +$7.82K ﹤0.01% 3489

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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Steward Partners Investment Advisory's CGGE Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Capital Group Global Equity ETF (CGGE) stake by 470% in Q2 2026, buying an estimated $86.2K and bringing the position to 3,120 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #2538.

Steward Partners Investment Advisory first reported a position in CGGE in Q3 2025 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Steward Partners Investment Advisory held 3,120 shares of Capital Group Global Equity ETF worth $110K as of Q2 2026.
  • Steward Partners Investment Advisory bought 2,573 Capital Group Global Equity ETF shares in Q2 2026, an estimated $86.2K.
  • Capital Group Global Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2538 holding.
  • Steward Partners Investment Advisory first reported a position in Capital Group Global Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 149 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.