CGGE β€” CAPITAL GROUP GLOBAL EQUITY

Ownership history in WORLD EQUITY GROUP, INC.  Β·  1 quarter on record

This page tracks every 13F SEC filing in which WORLD EQUITY GROUP, INC. 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.05% (2025 Q3)
πŸ“Š Avg. % of fund
0.05%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
1
% of Fund (quarterly)    CGGE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 6,775 β€” β€” 0.05% $209K $30.67

🏒 Other funds also holding CGGE

As of 2025 Q4 β€” sorted by position size

Capital Group Private Client Services, Inc. 3Y 2.73% Clarius Group, LLC 3Y 7Y 1.99% 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%
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