Wealth Enhancement Advisory Services
CGGE

Wealth Enhancement Advisory Services’s Capital Group Global Equity ETF CGGE Stock Holding History

Wealth Enhancement Advisory Services’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 		$379K Buy
10,866
+2,484
+30% +$83.2K ﹤0.01% 2966
2026
Q1 		$258K Buy
+8,382
New +$269K ﹤0.01% 2922

Other funds holding CGGE

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PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
BFS
Boyer Financial Services Newport Beach, California $118M AUM
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CIM
Capital Investment Management Lees Summit, Missouri $326M AUM

Wealth Enhancement Advisory Services's CGGE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group Global Equity ETF (CGGE) stake by 30% in Q2 2026, buying an estimated $83.2K and bringing the position to 10,866 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #2966.

Wealth Enhancement Advisory Services first reported a position in CGGE in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,866 shares of Capital Group Global Equity ETF worth $379K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,484 Capital Group Global Equity ETF shares in Q2 2026, an estimated $83.2K.
  • Capital Group Global Equity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2966 holding.
  • Wealth Enhancement Advisory Services first reported a position in Capital Group Global Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.