CGGR — CAPITAL GROUP GROWTH ETF

Ownership history in SMITH, MOORE & CO.  ·  11 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. 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.

Peak position
1.05% (2025 Q4)
Avg. % of fund
0.56%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 313,016 +48,551 +18.4% 1.05% $13.9M $44.47
2025 Q3 ADDED 264,465 +25,688 +10.8% 0.89% $11.6M $43.88
2025 Q2 REDUCED 238,777 -1,050 -0.4% 0.81% $9.7M $40.61
2025 Q1 ADDED 239,827 +19,351 +8.8% 0.76% $8.2M $34.22
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CGGR price (monthly, adj. close)

Other funds also holding CGGR

As of 2025 Q4 — sorted by position size

New England Capital Financial Advisors LLC 3Y 24.71% BARNES PETTEY FINANCIAL ADVISORS, LLC 3Y 17.78% Financial Security Advisor, Inc. 17.17% Capital Group Private Client Services, Inc. 3Y 17.01% Challenger Wealth Management 15.02% Ergawealth Advisors, Inc. 14.71% Summit Investment Advisory Services, LLC 3Y 14.42% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 12.87% Gutierrez Wealth Advisory, LLC 8.92% Financial Council, LLC 3Y 8.16%
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