Marshall & Sterling Wealth Advisors Inc.
Position in CGGR — Capital Group Growth ETF
CIK 2056315
POUGHKEEPSIE, NY
Position in CGGR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,541
+$6 QoQ
Shares Held
113
+10.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,541 | 113 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,535 | 102 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $162,101 | 3,691 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $111,417 | 2,741 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $64,830 | 1,893 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,980 | 134 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||