GeoWealth Management, LLC
Position in CGGE — Capital Group Global Equity ETF
CIK 1593387
CHICAGO, IL
Position in CGGE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$303,749
-$21,502 QoQ
Shares Held
9,959
-3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 59%
Shared 41%
None 0%
Common Shares in CGGE Over Time
Shares Held
Position Value (USD)
All Filings in CGGE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $303,749 | 9,959 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $325,251 | 10,283 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $246,012 | 7,990 | Shares | Other | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||