Intrua Financial, LLC CGGE — CAPITAL GROUP GLOBAL EQUITY

Ownership history in Intrua Financial, LLC  ·  5 quarters on record

AI Ownership Summary

Intrua Financial, LLC reported CAPITAL GROUP GLOBAL EQUITY (CGGE) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.77% in 2026 Q1. The latest visible filing shows CGGE at 0.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGGE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Intrua Financial, LLC's position in CAPITAL GROUP GLOBAL EQUITY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CGGE was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CGGE stock page Intrua Financial, LLC fund profile Intrua Financial, LLC full holdings
How Intrua Financial, LLC held CGGE — position size vs. price
% of Fund (quarterly)    CGGE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 244,922 +20,416 +9.1% 0.77% $7.5M 2026-04-23 $32.67
2025 Q4 ADDED — — — 224,506 +44,540 +24.7% 0.75% $7.1M 2026-02-05 $31.85
2025 Q3 ADDED — — — 179,966 +56,096 +45.3% 0.60% $5.5M 2025-10-29 $31.38
2025 Q2 ADDED — — — 123,870 +101,853 +462.6% 0.49% $3.6M 2025-08-08 $29.60
2025 Q1 INITIATED — — — 22,017 — — 0.08% $569K 2025-05-28 $27.84

🏢 Other funds also holding CGGE

As of 2026 Q1 — sorted by position size

James Reed Financial Services, Inc. 3Y 15.48% Capital Group Private Client Services, Inc. 3Y 3.56% Merited Wealth, LLC 3.38% AMG Asset Management Group, Inc. 2.99% Compton Financial Group, LLC 3Y 2.45% Boyer Financial Services, Inc. 2.35% Larson Financial Group LLC 3Y 7Y 1.54% BNB Wealth Management, LLC 1.1% LongView Wealth Management 1.04% A&I FINANCIAL SERVICES, LLC 3Y 7Y 0.95%

FAQ About Intrua Financial, LLC and CGGE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Intrua Financial, LLC reported owning CGGE?

Intrua Financial, LLC reported CGGE across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CGGE position in Intrua Financial, LLC's portfolio?

The largest reported portfolio weight for CGGE was 0.77% in 2026 Q1.

What is the latest reported CGGE position on this page?

The most recent filing on this page is 2026 Q1, when Intrua Financial, LLC reported 244,922 shares, equal to 0.77% of portfolio, with an estimated market value of $7.5M.

What does the chart on this CGGE ownership page compare?

The chart compares Intrua Financial, LLC's quarterly CGGE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Intrua Financial, LLC time their CGGE position?

Based on 13F filing dates vs. subsequent CGGE price moves, Intrua Financial, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on CGGE relative to SPY over the holding period was -4.1%.

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