Summit Investment Advisory Services, LLC
Position in CGGR — Capital Group Growth ETF
CIK 1914395
ROSEVILLE, MN
Position in CGGR
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$37,381,482
-$827,497 QoQ
Shares Held
930,119
+8.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
34.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,381,482 | 930,119 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $38,208,979 | 859,208 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $36,286,616 | 826,198 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $33,066,376 | 813,441 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $26,446,514 | 772,161 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $29,931,477 | 805,259 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $27,098,731 | 778,923 | Shares | Sole | 2024-10-16 | |
| 2024-03-31 | $23,735,972 | 741,981 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $22,723,286 | 804,934 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $19,448,737 | 793,826 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $19,126,383 | 758,081 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $18,659,880 | 830,805 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $502,129 | 25,182 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||