Gladstone Institutional Advisory LLC
Position in CGGR — Capital Group Growth ETF
CIK 1766530
Bedminster, NJ
Position in CGGR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,041,169
+$328,585 QoQ
Shares Held
50,788
+31.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
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 | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,041,169 | 50,788 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,712,584 | 38,511 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $985,872 | 22,447 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $658,408 | 16,197 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $385,004 | 11,241 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $277,102 | 7,455 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $266,804 | 7,669 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||