Capital Planning
CGGR icon

Capital Planning’s Capital Group Growth ETF CGGR Stock Holding History

Capital Planning’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 		$942K Hold
19,864
– – 0.25% 42
2026
Q2 		$938K Sell
19,864
-1,213
-6% -$54.8K 0.27% 38
2026
Q1 		$847K Hold
21,077
– – 0.28% 40
2025
Q4 		$939K Buy
21,077
+4
+0% +$177 0.26% 41
2025
Q3 		$926K Hold
21,073
– – 0.27% 41
2025
Q2 		$857K Sell
21,073
-38,430
-65% -$1.4M 0.27% 37
2025
Q1 		$2.04M Sell
59,503
-1,458
-2% -$54.6K 0.57% 36
2024
Q4 		$2.27M Sell
60,961
-1,559
-2% -$57.3K 0.59% 37
2024
Q3 		$2.18M Buy
62,520
+272
+0.4% +$9.01K 0.61% 34
2024
Q2 		$2.05M Sell
62,248
-355
-0.6% -$11.3K 0.61% 34
2024
Q1 		$2M Sell
62,603
-2,100
-3% -$63.1K 0.65% 32
2023
Q4 		$1.83M Buy
64,703
+4,907
+8% +$127K 0.65% 30
2023
Q3 		$1.47M Sell
59,796
-741
-1% -$18.8K 0.58% 36
2023
Q2 		$1.53M Buy
60,537
+1,122
+2% +$26.1K 0.6% 34
2023
Q1 		$1.33M Buy
59,415
+5,468
+10% +$119K 0.55% 35
2022
Q4 		$1.08M Buy
53,947
+36,259
+205% +$738K 0.48% 39
2022
Q3 		$345K Sell
17,688
-836
-5% -$17.9K 0.2% 49
2022
Q2 		$370K Buy
+18,524
New +$417K 0.2% 48

Other funds holding CGGR

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Capital Planning's CGGR Position: Q3 2026 in Review

Capital Planning held its Capital Group Growth ETF (CGGR) position steady in Q3 2026 at 19,864 shares worth $942K. The position accounts for 0.25% of the portfolio, ranked #42.

Capital Planning first reported a position in CGGR in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.27M in Q4 2024. 290 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Capital Planning held 19,864 shares of Capital Group Growth ETF worth $942K as of Q3 2026.
  • Capital Planning left its Capital Group Growth ETF share count unchanged in Q3 2026.
  • Capital Group Growth ETF made up 0.25% of Capital Planning's portfolio in Q3 2026, its #42 holding.
  • Capital Planning first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • Capital Planning's Capital Group Growth ETF position peaked at $2.27M in Q4 2024.
  • 290 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.