Investment Planning Advisors, Inc.
Position in CGGR — Capital Group Growth ETF
CIK 2024049
CUMMING, GA
Position in CGGR
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$2,843,321
-$396,985 QoQ
Shares Held
70,747
-2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,843,321 | 70,747 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,240,306 | 72,865 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,125,215 | 71,157 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,394,518 | 83,506 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,944,227 | 144,357 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||