Modern Wealth Management, LLC
Position in CGGR — Capital Group Growth ETF
CIK 2001900
KANSAS CITY, MO
Position in CGGR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,769,639
+$5,807,162 QoQ
Shares Held
164,611
+237.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#66
of 177 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,769,639 | 164,611 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,962,477 | 48,830 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,968,464 | 44,265 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,739,846 | 39,614 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,486,733 | 36,574 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $1,088,156 | 31,771 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $779,008 | 20,958 | Shares | Sole | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||