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Whipplewood Advisors »

Capital Group Global Equity shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood 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 Whipplewood 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 Whipplewood Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$45k	1.5k	30.79
2025-06-30	$42k	1.5k	29.19

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)

Innovator ETF Trust Exchange Traded Fund (BALT)

Tesla Common / Ordinary Stock (TSLA)

Vanguard Etf/usa Exchange Traded Fund (VIG)

JP Morgan Investment Management Exchange Traded Fund (JEPI)

ARK Investment Management Exchange Traded Fund (ARKK)

BlackRock Fund Advisors Exchange Traded Fund (MTUM)

Vanguard Etf/usa Exchange Traded Fund (VT)

Apple Common / Ordinary Stock (AAPL)

First Trust ETFs/USA Exchange Traded Fund (RDVI)

Vanguard Etf/usa Exchange Traded Fund (VIGI)

Western Asset Management Closed-end Fund (WEA)

Vanguard ETF/USA Exchange Traded Fund (VEA)

Charles Schwab Investment Management Exchange Traded Fund (FNDF)

JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

Top funds holding Capital Group Global Equity

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Capital Group Private Client Services

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Larson Financial Group

Royal Bank of Canada

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Wells Fargo & Company

Goss Wealth Management

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View all funds holding Capital Group Global Equity

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