Question 1

Does LPL Financial own CGGE stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 5,216,503 shares of CGGE (Capital Group Global Equity), worth $183.8M.

Question 2

How many shares of CGGE does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 5,216,503 shares of CGGE (Capital Group Global Equity).

Question 3

What is LPL Financial's CGGE position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's CGGE position is worth $183.8M.

Question 4

Is LPL Financial buying or selling CGGE?

Accepted Answer

In Q2 2026, LPL Financial increased its CGGE position by 1,270,696 shares (+32.2%).

Question 5

When did LPL Financial first buy CGGE?

Accepted Answer

LPL Financial first reported CGGE in its Q4 2024 13F and has listed it in 7 quarterly 13F filings.

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