Capital Planning LLC CGGO — CAPITAL GROUP GLOBAL GRWT EQY ETF

Ownership history in Capital Planning LLC  ·  14 quarters on record

AI Ownership Summary

Capital Planning LLC reported CAPITAL GROUP GLOBAL GRWT EQY ETF (CGGO) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2026 Q1. The latest visible filing shows CGGO at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CGGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Planning LLC's position in CAPITAL GROUP GLOBAL GRWT EQY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CGGO was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CGGO stock page Capital Planning LLC fund profile Capital Planning LLC full holdings
How Capital Planning LLC held CGGO — position size vs. price
% of Fund (quarterly)    CGGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 26,614 — 0% 0.29% $888K 2026-04-30 $37.55
2025 Q4 ADDED — — — 26,614 +11,982 +81.9% 0.26% $935K 2026-01-23 $36.52
2025 Q3 UNCHANGED — — — 14,632 — 0% 0.15% $500K 2025-10-22 $34.06
2025 Q2 REDUCED 6.5% +6.3% ❌ 14,632 -1,020 -6.5% 0.15% $472K 2025-07-21 $31.84
2025 Q1 UNCHANGED — — — 15,652 — 0% 0.12% $443K 2025-04-29 $27.94
2024 Q4 ADDED — — — 15,652 +44 +0.3% 0.12% $457K 2025-01-15 $28.91
2024 Q3 ADDED — — — 15,608 +67 +0.4% 0.13% $471K 2024-10-16 $29.31
2024 Q2 UNCHANGED — — — 15,541 — 0% 0.14% $461K 2024-07-12 $29.57
2024 Q1 ADDED — — — 15,541 +2 +0.0% 0.15% $448K 2024-04-12 $27.28
2023 Q4 REDUCED — — — 15,539 -218 -1.4% 0.14% $400K 2024-01-23 $25.14
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CGGO

As of 2026 Q1 — sorted by position size

Financial Council, LLC 3Y 20.06% Forge Financial Services LLC 19.7% Capital Group Private Client Services, Inc. 3Y 13.3% Wealth Science Advisors LLC 12.41% LifeGoal Investments, LLC 9.21% Michael Brady & Co., LLC 8.92% Ridgeline Wealth Planning, LLC 8.29% Frazier Financial Advisors, LLC 7.3% BNB Wealth Management, LLC 7.22% Ergawealth Advisors, Inc. 7.19%

FAQ About Capital Planning LLC and CGGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Planning LLC reported owning CGGO?

Capital Planning LLC reported CGGO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CGGO position in Capital Planning LLC's portfolio?

The largest reported portfolio weight for CGGO was 0.29% in 2026 Q1.

What is the latest reported CGGO position on this page?

The most recent filing on this page is 2026 Q1, when Capital Planning LLC reported 26,614 shares, equal to 0.29% of portfolio, with an estimated market value of $888K.

What does the chart on this CGGO ownership page compare?

The chart compares Capital Planning LLC's quarterly CGGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Capital Planning LLC time their CGGO position?

Based on 13F filing dates vs. subsequent CGGO price moves, Capital Planning LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on CGGO relative to SPY over the holding period was -2.2%.

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