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Capital Group Global Equity shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Capital Group Global Equity (CGGE) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Capital Group Global Equity

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Global Equity held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Global Equity by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 238k 30.79
2025-06-30 $4.9M 167k 29.19
2025-03-31 $4.2M 161k 25.86

More positions owned by Concurrent Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Concurrent Investment Advisors

Top funds holding Capital Group Global Equity

Envestnet Asset Management
Capital Group Private Client Services
Cetera Investment Advisers
LPL Financial
Mml Investors Services
Larson Financial Group
Royal Bank of Canada
Assetmark
Vestmark Advisory Solutions
Advisor Group Holdings
Janney Montgomery Scott
Wells Fargo & Company
Goss Wealth Management
Commonwealth Equity Services
CLS Investments

View all funds holding Capital Group Global Equity