Question 1

How many shares of CGGE does LPL Financial LLC own?

Accepted Answer

As of 2026-Q2, LPL Financial LLC holds 5.2M shares of CGGE (CAPITAL GROUP GLOBAL EQUITY).

Question 2

What is LPL Financial LLC's CGGE position worth?

Accepted Answer

As of 2026-Q2, LPL Financial LLC's CGGE position is worth $183.8M.

Question 3

Is LPL Financial LLC buying or selling CGGE?

Accepted Answer

In 2026-Q2, LPL Financial LLC increased their CGGE position (+32.2% change in shares).

Question 4

When did LPL Financial LLC first buy CGGE?

Accepted Answer

Based on available 13F filings, LPL Financial LLC first reported a position in CGGE in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	5.2M	+32.2%	$183.8M	0.0%	$35.24	39
2026-Q1	Increased	3.9M	+43.9%	$120.3M	0.0%	$31.92	41
2025-Q4	Increased	2.7M	+43.1%	$86.7M	0.0%	$31.82	40
2025-Q3	Increased	1.9M	+180.2%	$59M	0.0%	$30.46	48
2025-Q2	Increased	683,500	+167.8%	$20M	0.0%	$28.91	46
2025-Q1	Increased	255,245	+173.6%	$6.6M	0.0%	$25.81	44
2024-Q4	New	93,304	-	$2.4M	0.0%	$25.48	36

CGGE7 quarters

CGGE
7 quarters