Trademark Financial Management, LLC
Position in CGGR — Capital Group Growth ETF
CIK 2011736
Bloomington, MN
Position in CGGR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$368,863
-$28,520 QoQ
Shares Held
9,178
+2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGGR Over Time
Shares Held
Position Value (USD)
All Filings in CGGR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $368,863 | 9,178 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $397,383 | 8,936 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||