Superior Planning, LLC’s Capital Group Growth ETF CGGR Stock Holding History

Superior Planning, LLC’s Portfolio CGGR Stock Details CGGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$47.2K	Buy	+995	New	+$46.3K	0.02%	396

Other funds holding CGGR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Superior Planning, LLC's CGGR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group Growth ETF (CGGR) in Q3 2026: 995 shares worth $47.2K. The stake represents 0.02% of the portfolio and ranks #396 among its holdings.

515 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

Superior Planning, LLC held 995 shares of Capital Group Growth ETF worth $47.2K as of Q3 2026.
Capital Group Growth ETF was a new Superior Planning, LLC position in Q3 2026.
Capital Group Growth ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #396 holding.
515 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.