Concurrent Investment Advisors, LLC
Position in CGGE — Capital Group Global Equity ETF
CIK 2001015
Tampa, FL
Position in CGGE
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$7,115,772
-$8,182,077 QoQ
Shares Held
233,304
-51.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,115,772 | 233,304 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $15,297,849 | 483,650 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,314,441 | 237,559 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,884,946 | 167,350 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,159,193 | 160,835 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||