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Capital Group Global Equity shares owned by Merit Financial Group

Quarter-by-quarter ownership of Capital Group Global Equity (CGGE) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Capital Group Global Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Global Equity by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 149k 30.79
2025-06-30 $3.7M 128k 29.19
2025-03-31 $1.5M 60k 25.86

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Merit Financial Group

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