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Integrated Wealth Concepts LLC

Position in CGGR — Capital Group Growth ETF

CIK 1737109 WALTHAM, MA

Position in CGGR

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$17,311,308
+$10,369,089 QoQ
Shares Held
366,765
+112.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#39
of 177 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,311,308 366,765
2026-03-31 $6,942,219 172,735
2025-12-31 $6,063,306 136,346
2025-09-30 $4,688,635 106,754
2025-06-30 $3,312,202 81,481
2025-03-31 $1,950,469 56,948
2024-12-31 $1,626,856 43,768
2024-09-30 $877,055 25,210
2024-06-30 $603,695 18,355
2024-03-31 $376,778 11,778
2023-12-31 $203,707 7,216