EP Wealth Advisors, LLC
Position in CGGO — Capital Group Global Growth Equity ETF
CIK 1540569
TORRANCE, CA
Position in CGGO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,313,715
+$566,429 QoQ
Shares Held
54,659
+4.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#70
of 136 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in CGGO Over Time
Shares Held
Position Value (USD)
All Filings in CGGO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,313,715 | 54,659 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,747,286 | 52,361 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,817,496 | 52,453 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,517,647 | 47,471 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,341,992 | 47,370 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||