Medallion Wealth Advisors, LLC
Position in CGGR — Capital Group Growth ETF
CIK 2131139
FARMINGTON, CT
Position in CGGR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$382,367
+$73,392 QoQ
Shares Held
8,101
+5.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#141
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 | $382,367 | 8,101 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $308,975 | 7,688 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $308,570 | 6,939 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $237,867 | 5,416 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $196,906 | 4,844 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $139,532 | 4,074 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $136,970 | 3,685 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||