VA
CGGE

Valmark Advisers’s Capital Group Global Equity ETF CGGE Stock Holding History

Valmark Advisers’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 		$11.4M Buy
323,952
+168,713
+109% +$5.65M 0.12% 87
2026
Q1 		$4.73M Buy
155,239
+42,579
+38% +$1.36M 0.06% 144
2025
Q4 		$3.56M Buy
112,660
+36,862
+49% +$1.15M 0.04% 168
2025
Q3 		$2.33M Buy
75,798
+47,561
+168% +$1.42M 0.03% 212
2025
Q2 		$824K Buy
28,237
+13,566
+92% +$366K 0.01% 367
2025
Q1 		$379K Buy
+14,671
New +$387K 0.01% 473

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

Valmark Advisers's CGGE Position: Q2 2026 in Review

Valmark Advisers increased its Capital Group Global Equity ETF (CGGE) stake by 109% in Q2 2026, buying an estimated $5.65M and bringing the position to 323,952 shares worth $11.4M. The position accounts for 0.12% of the portfolio, ranked #87.

Valmark Advisers 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.

  • Valmark Advisers held 323,952 shares of Capital Group Global Equity ETF worth $11.4M as of Q2 2026.
  • Valmark Advisers bought 168,713 Capital Group Global Equity ETF shares in Q2 2026, an estimated $5.65M.
  • Capital Group Global Equity ETF made up 0.12% of Valmark Advisers's portfolio in Q2 2026, its #87 holding.
  • Valmark Advisers 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 Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.