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Whipplewood Advisors’s Capital Group Global Equity ETF CGGE Stock Holding History

Whipplewood Advisors’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
-1,450
Closed -$44.2K – 1057
2026
Q1 		$44.2K Hold
1,450
– – 0.02% 279
2025
Q4 		$45.9K Hold
1,450
– – 0.03% 206
2025
Q3 		$44.6K Hold
1,450
– – 0.03% 205
2025
Q2 		$42.3K Buy
+1,450
New +$39.1K 0.02% 345

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Whipplewood Advisors's CGGE Position: Q2 2026 in Review

Whipplewood Advisors sold out of Capital Group Global Equity ETF (CGGE) in Q2 2026, closing a stake of 1,450 shares — an estimated $44.2K sold.

Whipplewood Advisors first reported a position in CGGE in Q2 2025 and held it in 4 quarters. The position peaked at $45.9K in Q4 2025. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • Whipplewood Advisors reported no remaining Capital Group Global Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 1,450 Capital Group Global Equity ETF shares in Q2 2026, an estimated $44.2K.
  • Whipplewood Advisors first reported a position in Capital Group Global Equity ETF in Q2 2025 and held it in 4 quarters.
  • Whipplewood Advisors's Capital Group Global Equity ETF position peaked at $45.9K in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.