TCFG Wealth Management’s Capital Group Global Equity ETF CGGE Stock Holding History

TCFG Wealth Management’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 Q1	$244K	Buy	+7,999	New	+$256K	0.09%	229

Other funds holding CGGE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

TCFG Wealth Management's CGGE Position: Q1 2026 in Review

TCFG Wealth Management opened a new position in Capital Group Global Equity ETF (CGGE) in Q1 2026: 7,999 shares worth $244K. The stake represents 0.09% of the portfolio and ranks #229 among its holdings.

170 funds tracked by Wall St. Rank hold CGGE as of Q1 2026.

TCFG Wealth Management held 7,999 shares of Capital Group Global Equity ETF worth $244K as of Q1 2026.
Capital Group Global Equity ETF was a new TCFG Wealth Management position in Q1 2026.
Capital Group Global Equity ETF made up 0.09% of TCFG Wealth Management's portfolio in Q1 2026, its #229 holding.
170 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.