Investment Planning Advisors, Inc.
Position in CGGE — Capital Group Global Equity ETF
CIK 2024049
CUMMING, GA
Position in CGGE
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$685,518
+$57,252 QoQ
Shares Held
22,476
+13.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $685,518 | 22,476 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $628,266 | 19,863 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $691,666 | 22,464 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $16,849,431 | 577,233 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||