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Core Wealth Partners LLC

Position in CGGR — Capital Group Growth ETF

CIK 1965078 SANTA ROSA, CA

Position in CGGR

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$376,821
-$128,802 QoQ
Shares Held
9,376
-17.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $376,821 9,376
2025-12-31 $505,623 11,370
2025-09-30 $474,599 10,806
2025-06-30 $252,843 6,220