Concurrent Investment Advisors, LLC
Position in CGGO — Capital Group Global Growth Equity ETF
CIK 2001015
Tampa, FL
Position in CGGO
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$3,489,867
-$2,304,929 QoQ
Shares Held
104,581
-37.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGGO Over Time
Shares Held
Position Value (USD)
All Filings in CGGO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,489,867 | 104,581 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,794,796 | 167,238 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,153,993 | 92,303 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,285,695 | 71,495 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,223,119 | 43,174 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $932,380 | 31,909 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $789,718 | 26,193 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $769,532 | 26,139 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||