CGGR β€” CAPITAL GROUP GROWTH ETF

Ownership history in M.E. ALLISON & CO., INC.  Β·  6 quarters on record

AI Ownership Summary

M.E. ALLISON & CO., INC. reported CAPITAL GROUP GROWTH ETF (CGGR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 4.82% in 2025 Q4. The latest visible filing shows CGGR at 4.49% 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 M.E. ALLISON & CO., 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 4.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.82% 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 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.

How M.E. ALLISON & CO., INC. held CGGR β€” position size vs. price
% of Fund (quarterly)    CGGR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 167,980 +8,610 +5.4% 4.49% $6.8M 2026-04-08 $41.89
2025 Q4 ADDED 159,370 +8,962 +6.0% 4.82% $7.1M 2026-01-12 $45.57
2025 Q3 ADDED 150,408 +16,615 +12.4% 4.60% $6.6M 2025-10-08 $44.50
2025 Q2 ADDED 133,793 +33,935 +34.0% 4.37% $5.4M 2025-07-25 $41.66
2025 Q1 ADDED 99,858 +16,515 +19.8% 3.38% $3.4M 2025-04-17 $32.44
2024 Q4 INITIATED 83,343 β€” β€” 3.41% $3.1M 2025-01-16 $37.98

FAQ About M.E. ALLISON & CO., 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 M.E. ALLISON & CO., INC. reported owning CGGR?

M.E. ALLISON & CO., INC. reported CGGR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CGGR position in M.E. ALLISON & CO., INC.'s portfolio?

The largest reported portfolio weight for CGGR was 4.82% in 2025 Q4.

What is the latest reported CGGR position on this page?

The most recent filing on this page is 2026 Q1, when M.E. ALLISON & CO., INC. reported 167,980 shares, equal to 4.49% of portfolio, with an estimated market value of $6.8M.

What does the chart on this CGGR ownership page compare?

The chart compares M.E. ALLISON & CO., 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.

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