Charter Capital Management, LLC\DE
Position in CGGR — Capital Group Growth ETF
CIK 2076040
BROOKFIELD, WI
Position in CGGR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$7,105,149
-$477,163 QoQ
Shares Held
176,789
+3.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
18.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CGGR Over Time
Shares Held
Position Value (USD)
All Filings in CGGR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,105,149 | 176,789 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,582,312 | 170,504 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,076,214 | 161,116 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,205,263 | 152,651 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||