Founders Financial Alliance, LLC CGGR — CAPITAL GROUP GROWTH ETF

Ownership history in Founders Financial Alliance, LLC  ·  9 quarters on record

AI Ownership Summary

Founders Financial Alliance, LLC reported CAPITAL GROUP GROWTH ETF (CGGR) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.08% in 2025 Q4. The latest visible filing shows CGGR at 0.99% 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 Founders Financial Alliance, LLC'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 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% 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 Q1 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 Founders Financial Alliance, LLC fund profile Founders Financial Alliance, LLC full holdings
How Founders Financial Alliance, LLC held CGGR — position size vs. price
% of Fund (quarterly)    CGGR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 137,081 +8,991 +7.0% 0.99% $5.5M 2026-05-11 $46.24
2025 Q4 ADDED — — — 128,090 +11,948 +10.3% 1.08% $5.7M 2026-02-12 $42.54
2025 Q3 ADDED — — — 116,142 +109,530 +1656.5% 0.96% $5.1M 2025-11-07 $43.46
2025 Q2 REDUCED 39.7% +8.0% ❌ 6,612 -4,348 -39.7% 0.06% $269K 2025-08-12 $42.36
2025 Q1 REDUCED 12.7% +18.7% ❌ 10,960 -1,600 -12.7% 0.09% $375K 2025-05-12 $37.24
2024 Q4 UNCHANGED — — — 12,560 — 0% 0.13% $467K 2025-02-07 $39.28
2024 Q3 UNCHANGED — — — 12,560 — 0% 0.12% $437K 2024-11-01 $34.92
2024 Q2 UNCHANGED — — — 12,560 — 0% 0.12% $413K 2024-08-26 $33.48
2024 Q1 INITIATED — — — 12,560 — — 0.12% $402K 2024-05-14 $31.45

🏢 Other funds also holding CGGR

As of 2026 Q1 — sorted by position size

Forge Financial Services LLC 21.96% Capital Group Private Client Services, Inc. 3Y 18.4% Wealth Science Advisors LLC 16.7% New England Capital Financial Advisors LLC 3Y 15.33% Michael Brady & Co., LLC 14.91% BARNES PETTEY FINANCIAL ADVISORS, LLC 3Y 14.45% Challenger Wealth Management 14.26% Summit Investment Advisory Services, LLC 3Y 13.89% Ergawealth Advisors, Inc. 13.62% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 11.45%

FAQ About Founders Financial Alliance, LLC and CGGR

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

How long has Founders Financial Alliance, LLC reported owning CGGR?

Founders Financial Alliance, LLC reported CGGR across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CGGR position in Founders Financial Alliance, LLC's portfolio?

The largest reported portfolio weight for CGGR was 1.08% in 2025 Q4.

What is the latest reported CGGR position on this page?

The most recent filing on this page is 2026 Q1, when Founders Financial Alliance, LLC reported 137,081 shares, equal to 0.99% of portfolio, with an estimated market value of $5.5M.

What does the chart on this CGGR ownership page compare?

The chart compares Founders Financial Alliance, LLC'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.

How well did Founders Financial Alliance, LLC time their CGGR position?

Based on 13F filing dates vs. subsequent CGGR price moves, Founders Financial Alliance, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on CGGR relative to SPY over the holding period was +0.8%.

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