UBS Group’s Capital Group Global Equity ETF CGGE Stock Holding History

UBS Group’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	–	Sell	-1,683	Closed	-$51.3K	–	11208
2026 Q1	$51.3K	Buy	1,683 +508	+43%	+$16.3K	﹤0.01%	7350
2025 Q4	$37.2K	Hold	1,175	–	–	﹤0.01%	7386
2025 Q3	$36.2K	Buy	+1,175	New	+$35.1K	﹤0.01%	7783
2025 Q1	–	Sell	-1,061	Closed	-$27.1K	–	10843
2024 Q4	$27.1K	Buy	+1,061	New	+$27.8K	﹤0.01%	7682

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

UBS Group's CGGE Position: Q2 2026 in Review

UBS Group sold out of Capital Group Global Equity ETF (CGGE) in Q2 2026, closing a stake of 1,683 shares — an estimated $51.3K sold.

UBS Group first reported a position in CGGE in Q4 2024 and held it in 4 quarters. The position peaked at $51.3K in Q1 2026. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

UBS Group reported no remaining Capital Group Global Equity ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 1,683 Capital Group Global Equity ETF shares in Q2 2026, an estimated $51.3K.
UBS Group first reported a position in Capital Group Global Equity ETF in Q4 2024 and held it in 4 quarters.
UBS Group's Capital Group Global Equity ETF position peaked at $51.3K in Q1 2026.
183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.