Smallwood Wealth Investment Management, LLC
Position in CGGO — Capital Group Global Growth Equity ETF
CIK 1921304
RED BANK, NJ
Position in CGGO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$3,857,004
-$159,658 QoQ
Shares Held
115,583
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,857,004 | 115,583 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,016,662 | 115,921 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,166,006 | 121,920 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,742,152 | 117,052 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $3,171,288 | 111,941 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,141,763 | 107,521 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,206,392 | 106,348 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,975,206 | 101,060 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,812,320 | 97,650 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,478,442 | 96,325 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,085,628 | 90,996 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,140,629 | 88,128 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,106,000 | 91,327 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,897,518 | 90,315 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $897,057 | 47,971 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||