CGGE · Insider trading · 13F holders · Congress trades
Capital Group Global Equity (CGGE)
Who is buying and selling CGGE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 29
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CGGE at a glance
- No open-market insider purchases or sales of CGGE were filed in the last 90 days.
- 29 13F filers hold CGGE among their 50 largest positions, worth $636.5M combined. The biggest bets by portfolio weight are James Reed Financial Services, Inc. (15.8%), Panoramic Capital Partners, LLC (8.4%) and Compton Financial Group, LLC (4.3%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
- No member of Congress has disclosed a trade in CGGE.
CGGE insider trading
No open-market insider purchases or sales of CGGE were filed in the last 90 days.
Who owns CGGE? Hedge funds and superinvestors
29 13F filers hold CGGE among their 50 largest positions, worth $636.5M combined. The biggest bets by portfolio weight are James Reed Financial Services, Inc. (15.8%), Panoramic Capital Partners, LLC (8.4%) and Compton Financial Group, LLC (4.3%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc.Wealth manager | 4.2% | $294.9M | 8,369,362 | +21.0% shares | Q2 2026 |
| Larson Financial Group LLCWealth manager | 1.8% | $69.9M | 1,983,117 | +25.7% shares | Q2 2026 |
| Benjamin Edwards IncInvestment manager | 0.5% | $52.5M | 1,490,362 | — | Q2 2026 |
| Clearstead Advisors, LLCWealth manager | 0.4% | $47.5M | 1,349,068 | -50.9% shares | Q2 2026 |
| Compton Financial Group, LLCWealth manager | 4.3% | $22.4M | 636,441 | +75.3% shares | Q2 2026 |
| James Reed Financial Services, Inc.Wealth manager | 15.8% | $21.0M | 602,227 | +1.8% shares | Q3 2026 |
| Panoramic Capital Partners, LLCWealth manager | 8.4% | $17.7M | 502,212 | — | Q2 2026 |
| Smartleaf Asset Management LLCInstitutional asset manager | 0.4% | $13.7M | 394,290 | +0.0% shares | Q2 2026 |
| KWB WealthWealth manager | 1.2% | $13.7M | 394,079 | — | Q3 2026 |
| Strategic Blueprint, LLCWealth manager | 0.6% | $11.7M | 337,120 | +2.0% shares | Q3 2026 |
| Kintra Wealth, LLCWealth manager | 0.5% | $10.3M | 285,637 | +30.7% shares | Q2 2026 |
| Intrua Financial, LLCWealth manager | 0.8% | $8.5M | 243,177 | -7.9% shares | Q3 2026 |
| Gateway Wealth Partners, LLCWealth manager | 0.5% | $8.2M | 232,465 | — | Q2 2026 |
| BNB Wealth Management, LLCWealth manager | 3.2% | $5.8M | 166,970 | +1.0% shares | Q3 2026 |
| Elequin Capital, LPHedge fund | 0.7% | $5.5M | 155,662 | — | Q2 2026 |
| Hopwood Nicholas HunterInvestment manager | 1.3% | $4.7M | 132,891 | +4.0% shares | Q2 2026 |
| AMG Asset Management Group, Inc.Wealth manager | 2.9% | $4.6M | 132,875 | +3.7% shares | Q3 2026 |
| LongView Wealth ManagementWealth manager | 1.1% | $4.6M | 132,115 | +6.7% shares | Q3 2026 |
| Boyer Financial Services, Inc.Wealth manager | 2.4% | $2.9M | 84,707 | +3.7% shares | Q3 2026 |
| A&i Financial Services, LLCWealth manager | 1.2% | $2.9M | 83,625 | +8.8% shares | Q3 2026 |
| Capital Investment Management, Inc.Wealth manager | 0.8% | $2.6M | 72,711 | +11.8% shares | Q2 2026 |
| R2 Capital Strategies, LLCWealth manager | 0.9% | $2.1M | 60,653 | +1.7% shares | Q3 2026 |
| SFG Wealth Management, LLC.Wealth manager | 0.7% | $2.0M | 56,618 | -0.3% shares | Q3 2026 |
| Lantern Wealth Advisors, LLCWealth manager | 0.7% | $1.6M | 46,172 | +0.4% shares | Q3 2026 |
| Landaas & Co /wi /advInvestment manager | 0.2% | $1.5M | 42,001 | +8.6% shares | Q3 2026 |
| Vantus Wealth LLCWealth manager | 0.7% | $1.4M | 39,160 | +5.4% shares | Q2 2026 |
| Merited Wealth, LLCWealth manager | 0.8% | $1.1M | 31,547 | -31.7% shares | Q3 2026 |
| Investment Planning Advisors, Inc.Wealth manager | 0.2% | $773K | 22,204 | — | Q3 2026 |
| Vermillion & White Wealth Management Group, LLCWealth manager | 0.2% | $353K | 10,013 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 15, Q2 2026: 14). Screen CGGE in the grand portfolio →
CGGE stock trades by members of Congress
No member of Congress has disclosed a trade in CGGE.
CGGE questions and answers
Are insiders buying CGGE stock?
No open-market insider purchases or sales of CGGE were filed in the last 90 days.
Which hedge funds own CGGE?
29 13F filers hold CGGE among their 50 largest positions, worth $636.5M combined. The biggest bets by portfolio weight are James Reed Financial Services, Inc. (15.8%), Panoramic Capital Partners, LLC (8.4%) and Compton Financial Group, LLC (4.3%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
Has Congress traded CGGE?
No member of Congress has disclosed a trade in CGGE.
Who is the largest holder of CGGE?
Among 13F filers, Capital Group Private Client Services, Inc. reports the largest CGGE position, $294.9M (8,369,362 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is James Reed Financial Services, Inc.'s: 15.8% of its portfolio.
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