Kera Capital Partners, Inc. CGGR — CAPITAL GROUP GROWTH ETF

Ownership history in Kera Capital Partners, Inc.  ·  6 quarters on record

AI Ownership Summary

Kera Capital Partners, Inc. reported CAPITAL GROUP GROWTH ETF (CGGR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.7% in 2025 Q3. The latest visible filing shows CGGR at 2.02% 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 Kera Capital Partners, Inc.'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 2.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.7% in 2025 Q3

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 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 Kera Capital Partners, Inc. fund profile Kera Capital Partners, Inc. full holdings
How Kera Capital Partners, Inc. 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 409,768 +10,169 +2.5% 2.02% $16.5M 2026-05-06 $45.99
2025 Q4 REDUCED — — — 399,599 -10,945 -2.7% 2.19% $17.8M 2026-02-23 $42.57
2025 Q3 ADDED — — — 410,544 +231,101 +128.8% 2.70% $18.0M 2025-10-27 $45.52
2025 Q2 ADDED — — — 179,443 +39,866 +28.6% 1.44% $7.3M 2025-07-01 $40.16
2025 Q1 ADDED — — — 139,577 +15,099 +12.1% 1.42% $4.8M 2025-04-02 $34.92
2024 Q4 INITIATED — — — 124,478 — — 1.33% $4.6M 2025-01-15 $38.08

🏢 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 Kera Capital Partners, Inc. and CGGR

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

How long has Kera Capital Partners, Inc. reported owning CGGR?

Kera Capital Partners, Inc. reported CGGR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CGGR position in Kera Capital Partners, Inc.'s portfolio?

The largest reported portfolio weight for CGGR was 2.70% in 2025 Q3.

What is the latest reported CGGR position on this page?

The most recent filing on this page is 2026 Q1, when Kera Capital Partners, Inc. reported 409,768 shares, equal to 2.02% of portfolio, with an estimated market value of $16.5M.

What does the chart on this CGGR ownership page compare?

The chart compares Kera Capital Partners, Inc.'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 Kera Capital Partners, Inc. time their CGGR position?

Based on 13F filing dates vs. subsequent CGGR price moves, Kera Capital Partners, Inc. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on CGGR relative to SPY over the holding period was -3.0%.

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