CGGR — CAPITAL GROUP GROWTH ETF

Ownership history in BetterWealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which BetterWealth, LLC reported a position in CAPITAL GROUP GROWTH ETF (CGGR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.11% (2025 Q3)
Avg. % of fund
1.97%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 205,726 +4,394 +2.2% 2.09% $9.1M $44.47
2025 Q3 ADDED 201,332 +214 +0.1% 2.11% $8.8M $43.88
2025 Q2 ADDED 201,118 +14,234 +7.6% 2.09% $8.2M $40.61
2025 Q1 ADDED 186,884 +16,531 +9.7% 1.80% $6.4M $34.22
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CGGR price (monthly, adj. close)

Other funds also holding CGGR

As of 2025 Q4 — sorted by position size

New England Capital Financial Advisors LLC 3Y 24.71% BARNES PETTEY FINANCIAL ADVISORS, LLC 3Y 17.78% Financial Security Advisor, Inc. 17.17% Capital Group Private Client Services, Inc. 3Y 17.01% Challenger Wealth Management 15.02% Ergawealth Advisors, Inc. 14.71% Summit Investment Advisory Services, LLC 3Y 14.42% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 12.87% Gutierrez Wealth Advisory, LLC 8.92% Financial Council, LLC 3Y 8.16%
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