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Capital Group Global Equity shares owned by J. Derek Lewis & Associates

Quarter-by-quarter ownership of Capital Group Global Equity (CGGE) shares owned by J. Derek Lewis & Associates from 13F filings

Historical chart of J. Derek Lewis & Associates investment in Capital Group Global Equity

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Global Equity held by J. Derek Lewis & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Global Equity by J. Derek Lewis & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $775k 25k 31.63

More positions owned by J. Derek Lewis & Associates

Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Dividend Growe Shs Etf (CGDG)
Apple (AAPL)
Tesla Motors (TSLA)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Group Conservative E SHS (CGCV)
Microsoft Corporation (MSFT)

View all positions for J. Derek Lewis & Associates

Top funds holding Capital Group Global Equity

Envestnet Asset Management
Capital Group Private Client Services
Capital Research and Management Company - Division 3
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Mml Investors Services
Larson Financial Group
Assetmark
Clarius
Royal Bank of Canada
Cambridge Investment Research Advisors
Janney Montgomery Scott
Goss Wealth Management
Vestmark Advisory Solutions

View all funds holding Capital Group Global Equity