SARD WEALTH MANAGEMENT GROUP, LLC
Position in CGGR — Capital Group Growth ETF
CIK 2010095
ATLANTA, GA
Position in CGGR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$616,384
+$109,508 QoQ
Shares Held
13,059
+3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#125
of 177 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,384 | 13,059 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $506,876 | 12,612 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $560,855 | 12,612 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $553,392 | 12,600 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $512,190 | 12,600 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $432,543 | 12,629 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $469,419 | 12,629 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $438,632 | 12,608 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $413,953 | 12,586 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $402,626 | 12,586 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $384,887 | 13,634 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||