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Capital Group Global Equity shares owned by Pensionmark Financial Group

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

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

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All positions including Capital Group Global Equity held by Pensionmark 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 52k 30.50

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding Capital Group Global Equity

Envestnet Asset Management
Capital Research and Management Company - Division 3
Capital Group Private Client Services
Wells Fargo & Company
LPL Financial
Cetera Investment Advisers
Hartland & Co
Mml Investors Services
Assetmark
Larson Financial Group
Benjamin Edwards
Commonwealth Equity Services
Royal Bank of Canada
Janney Montgomery Scott
Clarius

View all funds holding Capital Group Global Equity