CFS Investment Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.16M	Buy	48,307 +9,123	+23%	+$394K	0.15%	120
2025 Q4	$1.74M	Buy	39,184 +916	+2%	+$40.4K	0.13%	132
2025 Q3	$1.72M	Sell	38,268 -4,870	-11%	-$206K	0.13%	136
2025 Q2	$1.75M	Sell	43,138 -2,738	-6%	-$99.9K	0.14%	125
2025 Q1	$1.57M	Buy	45,876 +3,545	+8%	+$133K	0.14%	126
2024 Q4	$1.57M	Buy	42,331 +853	+2%	+$31.3K	0.14%	124
2024 Q3	$1.44M	Buy	41,478 +6,462	+18%	+$214K	0.12%	129
2024 Q2	$1.15M	Buy	35,016 +4,289	+14%	+$136K	0.09%	130
2024 Q1	$983K	Buy	30,727 +4,069	+15%	+$122K	0.17%	86
2023 Q4	$753K	Buy	26,658 +12,778	+92%	+$330K	0.14%	88
2023 Q3	$340K	Sell	13,880 -408	-3%	-$10.4K	0.05%	142
2023 Q2	$360K	Buy	14,288 +265	+2%	+$6.17K	0.05%	193
2023 Q1	$315K	Buy	14,023 +3,147	+29%	+$68.3K	0.06%	119
2022 Q4	$217K	Sell	10,876 -172,975	-94%	-$3.52M	0.05%	118
2022 Q3	$9K	Buy	+183,851	New	+$3.93M	﹤0.01%	134
2022 Q2	–	Sell	-39,763	Closed	-$2K	–	262
2022 Q1	$2K	Buy	+39,763	New	+$992K	0.01%	270