A&I FINANCIAL SERVICES, LLC
Position in CGGE — Capital Group Global Equity ETF
CIK 1728031
LONE TREE, CO
Position in CGGE
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,004,246
+$286,896 QoQ
Shares Held
65,713
+21.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGGE Over Time
Shares Held
Position Value (USD)
All Filings in CGGE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,004,246 | 65,713 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,717,350 | 54,295 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,554,156 | 50,476 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,181,202 | 40,466 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||