Concurrent Investment Advisors, LLC
Position in CGGR — Capital Group Growth ETF
CIK 2001015
Tampa, FL
Position in CGGR
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$40,674,731
-$14,607,437 QoQ
Shares Held
1,012,061
-18.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.81%
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 CGGR Over Time
Shares Held
Position Value (USD)
All Filings in CGGR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,674,731 | 1,012,061 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $55,282,168 | 1,243,134 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $24,827,932 | 565,299 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $16,208,781 | 398,740 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,767,380 | 285,179 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,417,654 | 118,850 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,539,387 | 44,248 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,474,623 | 44,835 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||