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Capital Group Global Equity shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in Capital Group Global Equity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Global Equity by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 76k 30.79
2025-06-30 $824k 28k 29.19
2025-03-31 $379k 15k 25.86

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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