Stonebridge Financial Group (Missouri)’s Capital Group Global Equity ETF CGGE Stock Holding History

Stonebridge Financial Group (Missouri)’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	$270K	Hold	7,657	–	–	0.18%	132
2026 Q1	$234K	Hold	7,657	–	–	0.2%	139
2025 Q4	$242K	Buy	+7,657	New	+$239K	0.21%	132

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

Stonebridge Financial Group (Missouri)'s CGGE Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) held its Capital Group Global Equity ETF (CGGE) position steady in Q2 2026 at 7,657 shares worth $270K. The position accounts for 0.18% of the portfolio, ranked #132.

Stonebridge Financial Group (Missouri) first reported a position in CGGE in Q4 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

Stonebridge Financial Group (Missouri) held 7,657 shares of Capital Group Global Equity ETF worth $270K as of Q2 2026.
Stonebridge Financial Group (Missouri) left its Capital Group Global Equity ETF share count unchanged in Q2 2026.
Capital Group Global Equity ETF made up 0.18% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #132 holding.
Stonebridge Financial Group (Missouri) first reported a position in Capital Group Global Equity ETF in Q4 2025 and has held it in 3 quarters since.
183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.