Stifel Financial
CGGE

Stifel Financial’s Capital Group Global Equity ETF CGGE Stock Holding History

Stifel Financial’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 		$16.2M Buy
458,925
+191,238
+71% +$6.41M 0.01% 771
2026
Q1 		$8.16M Buy
267,687
+164,149
+159% +$5.26M 0.01% 1056
2025
Q4 		$3.27M Buy
103,538
+42,030
+68% +$1.31M ﹤0.01% 1583
2025
Q3 		$1.89M Buy
61,508
+40,679
+195% +$1.21M ﹤0.01% 1958
2025
Q2 		$608K Buy
20,829
+11,500
+123% +$310K ﹤0.01% 2651
2025
Q1 		$241K Buy
+9,329
New +$246K ﹤0.01% 3092

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

Stifel Financial's CGGE Position: Q2 2026 in Review

Stifel Financial increased its Capital Group Global Equity ETF (CGGE) stake by 71% in Q2 2026, buying an estimated $6.41M and bringing the position to 458,925 shares worth $16.2M. The position accounts for 0.01% of the portfolio, ranked #771.

Stifel Financial first reported a position in CGGE in Q1 2025 and has held it in 6 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Stifel Financial held 458,925 shares of Capital Group Global Equity ETF worth $16.2M as of Q2 2026.
  • Stifel Financial bought 191,238 Capital Group Global Equity ETF shares in Q2 2026, an estimated $6.41M.
  • Capital Group Global Equity ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #771 holding.
  • Stifel Financial first reported a position in Capital Group Global Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.