Ownership history in LongView Wealth Management · 9 quarters on record
This page tracks every 13F SEC filing in which LongView Wealth Management 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 258,682 | +19,084 | +8.0% | 2.85% | $11.8M | $44.47 |
| 2025 Q3 | ADDED | 239,598 | +23,084 | +10.7% | 2.85% | $10.5M | $43.88 |
| 2025 Q2 | REDUCED | 216,514 | -96,937 | -30.9% | 2.66% | $8.8M | $40.61 |
| 2025 Q1 | ADDED | 313,451 | +14,996 | +5.0% | 3.22% | $10.7M | $34.22 |
| 2024 Q4 | ADDED | 298,455 | +13,957 | +4.9% | 3.38% | $11.1M | $37.14 |
| 2024 Q3 | ADDED | 284,498 | +35,411 | +14.2% | 3.16% | $9.9M | $34.70 |
| 2024 Q2 | ADDED | 249,087 | +29,846 | +13.6% | 3.03% | $8.2M | $32.80 |
| 2024 Q1 | ADDED | 219,241 | +58,998 | +36.8% | 2.78% | $7.0M | $31.85 |
| 2023 Q4 | INITIATED | 160,243 | — | — | 2.01% | $4.5M | — |
As of 2025 Q4 — sorted by position size