INDEPENDENT FINANCIAL GROUP, LLC
Position in CGGE — Capital Group Global Equity ETF
CIK 275484
SAN DIEGO, CA
Position in CGGE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,322,083
-$79,632 QoQ
Shares Held
43,347
-2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
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 | $1,322,083 | 43,347 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,401,715 | 44,316 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,282,772 | 41,662 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $795,777 | 27,262 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||