&PARTNERS CGGR — CAPITAL GROUP GROWTH ETF

Ownership history in &PARTNERS  ·  15 quarters on record

AI Ownership Summary

&PARTNERS reported CAPITAL GROUP GROWTH ETF (CGGR) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.75% in 2023 Q4. The latest visible filing shows CGGR at 0.48% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CGGR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS'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
2025 Q4

CGGR was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.75% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS 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)
2025 Q4 ADDED — — — 2,071,713 +549,490 +36.1% 0.48% $92.3M 2026-02-14 (Est.) $42.65
2025 Q3 ADDED — — — 1,522,223 +218,696 +16.8% 0.43% $66.9M 2025-11-14 $43.07
2025 Q2 ADDED — — — 1,303,527 +283,105 +27.7% 0.41% $53.0M 2025-08-14 $42.27
2025 Q1 ADDED — — — 1,020,422 +493,371 +93.6% 0.37% $35.0M 2025-05-15 $37.93
2024 Q4 ADDED — — — 527,051 +75,326 +16.7% 0.24% $19.6M 2025-02-14 $39.80
2024 Q3 ADDED — — — 451,725 +6,264 +1.4% 0.30% $15.7M 2024-11-14 $36.90
2024 Q2 ADDED — — — 445,461 +13,588 +3.1% 0.64% $14.7M 2024-07-24 $32.06
2024 Q1 ADDED — — — 431,873 +32,295 +8.1% 1.90% $13.8M 2024-04-11 $31.87
2023 Q4 REDUCED — — — 399,578 -17,810 -4.3% 2.75% $11.3M 2024-01-09 $27.91
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CGGR

As of 2026 Q1 — sorted by position size

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% Summit Investment Advisory Services, LLC 3Y 13.89% Ergawealth Advisors, Inc. 13.62% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 11.45% Tribridge Partners Financial LLC 10.96% Hartmann Taylor Wealth Management, LLC 10.93% Boyer Financial Services, Inc. 8.88%

FAQ About &PARTNERS and CGGR

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

How long has &PARTNERS reported owning CGGR?

&PARTNERS reported CGGR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CGGR position in &PARTNERS's portfolio?

The largest reported portfolio weight for CGGR was 2.75% in 2023 Q4.

What is the latest reported CGGR position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 2,071,713 shares, equal to 0.48% of portfolio, with an estimated market value of $92.3M.

What does the chart on this CGGR ownership page compare?

The chart compares &PARTNERS'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 &PARTNERS time their CGGR position?

Based on 13F filing dates vs. subsequent CGGR price moves, &PARTNERS correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on CGGR relative to SPY over the holding period was +3.6%.

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