Patriot Financial Group Insurance Agency, LLC
InsurancePosition in CGGR — Capital Group Growth ETF
CIK 1694883
Westborough, MA
Position in CGGR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$436,624
+$211,206 QoQ
Shares Held
10,864
+114.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $436,624 | 10,864 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $225,418 | 5,069 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $294,875 | 7,254 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $243,688 | 7,115 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $286,283 | 7,702 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $268,752 | 7,725 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $210,199 | 6,391 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||