Vertex Planning Partners, LLC
Position in CGGO — Capital Group Global Growth Equity ETF
CIK 1942341
DOWNERS GROVE, IL
Position in CGGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$290,976
+$61,591 QoQ
Shares Held
6,874
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#111
of 136 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,976 | 6,874 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $229,385 | 6,874 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $238,184 | 6,874 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $220,157 | 6,443 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $205,982 | 6,443 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||