Investment Planning Advisors, Inc.
Position in CGGO — Capital Group Global Growth Equity ETF
CIK 2024049
CUMMING, GA
Position in CGGO
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$676,409
-$12,536 QoQ
Shares Held
20,270
+1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.33%
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 | $676,409 | 20,270 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $688,945 | 19,883 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $669,321 | 19,588 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $593,011 | 18,549 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $8,931,372 | 315,262 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,602,923 | 294,419 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $7,571,810 | 251,138 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $7,393,502 | 251,138 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||