CGGR β€” CAPITAL GROUP GROWTH ETF

Ownership history in Challenger Wealth Management  Β·  5 quarters on record

AI Ownership Summary

Challenger Wealth Management reported CAPITAL GROUP GROWTH ETF (CGGR) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 15.02% in 2025 Q4. The latest visible filing shows CGGR at 15.02% 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.

What this CGGR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Challenger Wealth Management's position in CAPITAL GROUP GROWTH 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
2025 Q4

CGGR was reported at 15.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.02% in 2025 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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.

How Challenger Wealth Management held CGGR β€” position size vs. price
% of Fund (quarterly)    CGGR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 442,679 +10,901 +2.5% 15.02% $19.7M 2026-02-14 (Est.) $42.65
2025 Q3 REDUCED 431,778 -1,950 -0.4% 14.83% $19.0M 2025-11-14 $43.07
2025 Q2 ADDED 433,728 +43,605 +11.2% 12.23% $17.6M 2025-08-14 $42.27
2025 Q1 ADDED 390,123 +183,765 +89.1% 10.59% $13.4M 2025-05-16 $38.19
2024 Q4 INITIATED 206,358 β€” β€” 6.61% $7.7M 2025-02-24 $37.77

FAQ About Challenger Wealth Management and CGGR

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

How long has Challenger Wealth Management reported owning CGGR?

Challenger Wealth Management reported CGGR across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CGGR position in Challenger Wealth Management's portfolio?

The largest reported portfolio weight for CGGR was 15.02% in 2025 Q4.

What is the latest reported CGGR position on this page?

The most recent filing on this page is 2025 Q4, when Challenger Wealth Management reported 442,679 shares, equal to 15.02% of portfolio, with an estimated market value of $19.7M.

What does the chart on this CGGR ownership page compare?

The chart compares Challenger Wealth Management's quarterly CGGR 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.

← Back to Challenger Wealth Management Holdings