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Planned Solutions, Inc.

Position in CGGR — Capital Group Growth ETF

CIK 1831332 FOLSOM, CA

Position in CGGR

as of Mar 31, 2026 · filed Apr 9, 2026
Position Value
$235,352
-$21,239 QoQ
Shares Held
5,856
+1.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
3 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
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $235,352 5,856
2025-12-31 $256,591 5,770
2024-09-30 $1,391 40