National Wealth Management Group, LLC
Position in CGGR — Capital Group Growth ETF
CIK 1977723
CINCINNATI, OH
Position in CGGR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,154,915
+$564,182 QoQ
Shares Held
78,500
+34.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,154,915 | 78,500 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,590,733 | 58,258 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,841,477 | 41,928 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,173,850 | 28,877 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $747,026 | 21,811 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $730,725 | 19,659 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $522,232 | 15,011 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $429,247 | 13,051 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $409,887 | 12,813 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $338,675 | 11,997 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||