CGGE — CAPITAL GROUP GLOBAL EQUITY

Ownership history in Clarius Group, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Clarius Group, LLC reported a position in CAPITAL GROUP GLOBAL EQUITY (CGGE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.99% (2025 Q4)
Avg. % of fund
1.99%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 1,103,189 — — 1.99% $34.9M $31.63
% of Fund (quarterly)    CGGE price (monthly, adj. close)

Other funds also holding CGGE

As of 2025 Q4 — sorted by position size

Capital Group Private Client Services, Inc. 3Y 2.73% Larson Financial Group LLC 3Y 7Y 1.43% BNB Wealth Management, LLC 1.15% LongView Wealth Management 0.96% SFG Wealth Management, LLC. 3Y 0.71% Strategic Blueprint, LLC 3Y 7Y 0.58% KINTRA WEALTH, LLC 3Y 0.57% CONTINENTAL INVESTORS SERVICES, INC. 3Y 0.51% Canandaigua National Trust Co of Florida 0.5% Lantern Wealth Advisors, LLC 0.47%
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