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Trinity Wealth Management, LLC

Position in CGGR — Capital Group Growth ETF

CIK 1685364 BERWYN, PA

Position in CGGR

as of Mar 31, 2026 · filed Apr 17, 2026
Position Value
$2,139,795
+$123,081 QoQ
Shares Held
53,242
+17.4% QoQ
Ownership
of shares outstanding
% of Portfolio
5.44%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CGGR Over Time

Shares Held

Position Value (USD)

All Filings in CGGR

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,139,795 53,242
2025-12-31 $2,016,714 45,350
2025-09-30 $1,927,209 43,880
2025-06-30 $1,586,772 39,035
2025-03-31 $604,101 17,638
2024-12-31 $469,940 12,643
2024-09-30 $280,511 8,063