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Kingswood Wealth Advisors »

Capital Group Global Equity shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Capital Group Global Equity (CGGE) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Capital Group Global Equity

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Global Equity held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Global Equity by Kingswood Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$1.1M	34k	31.63

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)

Spdr S&p 500 Etf Exchange Traded Fund (SPY)

Nvidia Corporation Common Stock (NVDA)

Invesco Qqq Tr Exchange Traded Fund (QQQ)

Microsoft Corporation Common Stock (MSFT)

Vanguard Value Etf Exchange Traded Fund (VTV)

Amazon Com Incorporated Common Stock (AMZN)

Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)

Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)

Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)

Broadcom Incorporated Common Stock (AVGO)

Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)

Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)

Capital Group Growth Etf Shs Creation Unit Exchange Traded Fund (CGGR)

Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)

View all positions for Kingswood Wealth Advisors

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

Wells Fargo & Company

Mml Investors Services

Larson Financial Group

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

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