CAPITAL GROUP GBL GROWTH EQT

Ticker: CGGO CUSIP: 14020X104 Class: ETF

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 167,238 Value ($000) $5,795 Avg Close — Range —
Q3 2025
Shares 92,303 Value ($000) $3,154 Avg Close — Range —
Q2 2025
Shares 71,495 Value ($000) $2,286 Avg Close — Range —
Q1 2025
Shares 43,174 Value ($000) $1,223 Avg Close — Range —
Q4 2024
Shares 31,909 Value ($000) $932 Avg Close — Range —
Q3 2024
Shares 26,193 Value ($000) $790 Avg Close — Range —
Q2 2024
Shares 26,139 Value ($000) $770 Avg Close — Range —