CGGR — CAPITAL GROUP GROWTH ETF

Ownership history in ECLECTIC ASSOCIATES INC /ADV  ·  16 quarters on record

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported CAPITAL GROUP GROWTH ETF (CGGR) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.81% in 2025 Q2. The latest visible filing shows CGGR at 4.08% 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 CGGR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ECLECTIC ASSOCIATES INC /ADV'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
2026 Q1

CGGR was reported at 4.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.81% in 2025 Q2

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.

CGGR stock page ECLECTIC ASSOCIATES INC /ADV fund profile ECLECTIC ASSOCIATES INC /ADV full holdings
How ECLECTIC ASSOCIATES INC /ADV held CGGR — position size vs. price
% of Fund (quarterly)    CGGR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 764,300 +57,447 +8.1% 4.08% $30.7M 2026-04-08 $41.89
2025 Q4 ADDED 706,853 +17,684 +2.6% 4.90% $31.4M 2026-02-03 $43.63
2025 Q3 ADDED 689,169 +31,738 +4.8% 5.56% $30.3M 2025-10-09 $44.42
2025 Q2 ADDED 657,431 +74,213 +12.7% 5.81% $26.7M 2025-07-17 $41.29
2025 Q1 ADDED 583,218 +107,449 +22.6% 5.35% $20.0M 2025-04-10 $32.54
2024 Q4 ADDED 475,769 +246,217 +107.3% 5.23% $17.7M 2025-01-21 $38.88
2024 Q3 ADDED 229,552 +41,743 +22.2% 3.15% $8.0M 2024-10-04 $34.90
2024 Q2 ADDED 187,809 +2,824 +1.5% 2.75% $6.2M 2024-07-12 $33.61
2024 Q1 REDUCED 184,985 -4,178 -2.2% 2.70% $5.9M 2024-04-23 $30.68
2023 Q4 ADDED 189,163 +23,720 +14.3% 2.56% $5.3M 2024-01-16 $28.02
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CGGR

As of 2026 Q1 — sorted by position size

Wealth Science Advisors LLC 16.7% Boyer Financial Services, Inc. 8.88% Ballew Advisors, Inc 3Y 7Y 7.06% LEGACY SOLUTIONS, LLC 6.05% STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 5.74% IAM Advisory, LLC 3Y 5.57% M.E. ALLISON & CO., INC. 4.49% McCollum Christoferson Group LLC 3Y 7Y 3.61% WealthCare Investment Partners, LLC 3Y 3.32% Olistico Wealth, LLC 3Y 3.2%

FAQ About ECLECTIC ASSOCIATES INC /ADV and CGGR

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

How long has ECLECTIC ASSOCIATES INC /ADV reported owning CGGR?

ECLECTIC ASSOCIATES INC /ADV reported CGGR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CGGR position in ECLECTIC ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for CGGR was 5.81% in 2025 Q2.

What is the latest reported CGGR position on this page?

The most recent filing on this page is 2026 Q1, when ECLECTIC ASSOCIATES INC /ADV reported 764,300 shares, equal to 4.08% of portfolio, with an estimated market value of $30.7M.

What does the chart on this CGGR ownership page compare?

The chart compares ECLECTIC ASSOCIATES INC /ADV'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 ECLECTIC ASSOCIATES INC /ADV Holdings