Roehl & Yi Investment Advisors, LLC
Position in CGGR — Capital Group Growth ETF
CIK 2097566
Eugene, OR
Position in CGGR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,294,707
+$2,542,456 QoQ
Shares Held
112,176
+63.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#77
of 177 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,294,707 | 112,176 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,752,251 | 68,481 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,951,565 | 43,885 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,605,232 | 36,549 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $727,147 | 17,888 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $409,287 | 11,950 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $388,091 | 10,441 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||