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Capital Group Global Equity shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8k 60 30.80
2025-06-30 $1.8k 60 29.20

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Capital Group Global Equity

Envestnet Asset Management
Capital Group Private Client Services
Cetera Investment Advisers
LPL Financial
Mml Investors Services
Larson Financial Group
Royal Bank of Canada
Assetmark
Vestmark Advisory Solutions
Advisor Group Holdings
Janney Montgomery Scott
Wells Fargo & Company
Goss Wealth Management
Commonwealth Equity Services
CLS Investments

View all funds holding Capital Group Global Equity