Ownership history in Ergawealth Advisors, Inc. Β· 12 quarters on record
This page tracks every 13F SEC filing in which Ergawealth Advisors, Inc. 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 β sourced directly from SEC EDGAR 13F filings.
π Ergawealth Advisors, Inc. outperformed the S&P 500 by +6.2% annually on this CGGR position. Timing score: 64% (7/11 decisions correct). Average cost basis: $26.34. Maximum drawdown during holding period: β7.9%.
π₯ Exceptional β beat the S&P 500 by 6.2% per year on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 11 add/trim decisions correct
Best entry: $22.27 (2023 Q1) Β· Worst: $44.47 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Ergawealth Advisors, Inc. has been actively increasing its CGGR allocation β a bullish signal from insiders.
Currently 14.71% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.