WEG
CGGE

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

World Equity 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 		$210K Sell
5,949
-5,949
-50% -$199K 0.05% 363
2026
Q1 		$363K Buy
+11,898
New +$381K 0.09% 254
2025
Q4 		– Sell
-6,775
Closed -$209K – 390
2025
Q3 		$209K Buy
+6,775
New +$202K 0.05% 333

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

World Equity Group's CGGE Position: Q2 2026 in Review

World Equity Group reduced its Capital Group Global Equity ETF (CGGE) stake by 50% in Q2 2026, selling an estimated $199K and leaving 5,949 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #363.

World Equity Group first reported a position in CGGE in Q3 2025 and has held it in 3 quarters since. The position peaked at $363K in Q1 2026. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

  • World Equity Group held 5,949 shares of Capital Group Global Equity ETF worth $210K as of Q2 2026.
  • World Equity Group sold 5,949 Capital Group Global Equity ETF shares in Q2 2026, an estimated $199K.
  • Capital Group Global Equity ETF made up 0.05% of World Equity Group's portfolio in Q2 2026, its #363 holding.
  • World Equity Group first reported a position in Capital Group Global Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • World Equity Group's Capital Group Global Equity ETF position peaked at $363K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.