Integrated Wealth Concepts LLC
Position in CGGE — Capital Group Global Equity ETF
CIK 1737109
WALTHAM, MA
Position in CGGE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,568,858
+$6,157,891 QoQ
Shares Held
271,534
+142.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#20
of 63 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,568,858 | 271,534 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,410,967 | 111,835 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,645,944 | 83,653 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,334,684 | 43,348 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $420,627 | 14,410 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||