CGGR — CAPITAL GROUP GROWTH ETF

Ownership history in Trinity Wealth Management, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Trinity Wealth Management, LLC 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
0.74% (2025 Q4)
Avg. % of fund
0.45%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 45,350 +1,470 +3.4% 0.74% $2.0M $44.47
2025 Q3 ADDED 43,880 +4,845 +12.4% 0.72% $1.9M $43.88
2025 Q2 ADDED 39,035 +21,397 +121.3% 0.63% $1.6M $40.61
2025 Q1 ADDED 17,638 +4,995 +39.5% 0.28% $604K $34.22
2 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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