Confluence Wealth Services, Inc.
Position in CGGO — Capital Group Global Growth Equity ETF
CIK 1910411
MCMURRAY, PA
Position in CGGO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$6,634,289
+$256,576 QoQ
Shares Held
198,810
+8.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGGO Over Time
Shares Held
Position Value (USD)
All Filings in CGGO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,634,289 | 198,810 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,377,713 | 184,061 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,000,012 | 175,593 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,375,020 | 168,127 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,593,936 | 162,158 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,743,224 | 162,328 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,298,787 | 142,580 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,208,006 | 142,935 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,846,268 | 133,551 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,866,270 | 111,398 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,391,725 | 60,721 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,349,722 | 55,567 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,145,159 | 49,660 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $968,224 | 46,084 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $563,374 | 30,127 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $418,286 | 20,831 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||