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BOLTON SECURITIES CORPORATION’s Capital Group Global Equity ETF CGGE Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$75.8K Buy
+2,486
New +$79.6K ﹤0.01% 1124
2025
Q3 		$5.85K Buy
+190
New +$5.67K ﹤0.01% 1670

Other funds holding CGGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 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 $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 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 $59.5B AUM 15.92% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CGGE Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Capital Group Global Equity ETF (CGGE) in Q1 2026: 2,486 shares worth $75.8K. The stake represents ﹤0.01% of the portfolio and ranks #1124 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in CGGE as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in CGGE in Q3 2025 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold CGGE as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 2,486 shares of Capital Group Global Equity ETF worth $75.8K as of Q1 2026.
  • Capital Group Global Equity ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Capital Group Global Equity ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1124 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Capital Group Global Equity ETF in Q3 2025 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.