Eclectic Associates
CGGR icon

Eclectic Associates’s Capital Group Growth ETF CGGR Stock Holding History

Eclectic Associates’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 		$39.1M Buy
825,418
+23,469
+3% +$1.09M 4.38% 8
2026
Q2 		$37.9M Buy
801,949
+37,649
+5% +$1.7M 4.31% 8
2026
Q1 		$30.7M Buy
764,300
+57,447
+8% +$2.48M 4.08% 7
2025
Q4 		$31.4M Buy
706,853
+17,684
+3% +$781K 4.9% 5
2025
Q3 		$30.3M Buy
689,169
+31,738
+5% +$1.34M 5.56% 4
2025
Q2 		$26.7M Buy
657,431
+74,213
+13% +$2.71M 5.81% 4
2025
Q1 		$20M Buy
583,218
+107,449
+23% +$4.02M 5.35% 4
2024
Q4 		$17.7M Buy
475,769
+246,217
+107% +$9.05M 5.23% 4
2024
Q3 		$7.99M Buy
229,552
+41,743
+22% +$1.38M 3.15% 5
2024
Q2 		$6.18M Buy
187,809
+2,824
+2% +$89.6K 2.75% 7
2024
Q1 		$5.92M Sell
184,985
-4,178
-2% -$126K 2.7% 6
2023
Q4 		$5.34M Buy
189,163
+23,720
+14% +$613K 2.56% 7
2023
Q3 		$4.05M Buy
165,443
+10,497
+7% +$266K 2.06% 11
2023
Q2 		$3.91M Buy
154,946
+9,221
+6% +$215K 1.92% 11
2023
Q1 		$3.27M Buy
145,725
+7,136
+5% +$155K 1.68% 15
2022
Q4 		$2.76M Buy
138,589
+72,824
+111% +$1.48M 1.34% 21
2022
Q3 		$1.28M Buy
65,765
+39,125
+147% +$836K 0.84% 26
2022
Q2 		$532K Buy
+26,640
New +$600K 0.36% 42

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
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Eclectic Associates's CGGR Position: Q3 2026 in Review

Eclectic Associates increased its Capital Group Growth ETF (CGGR) stake by 2.9% in Q3 2026, buying an estimated $1.09M and bringing the position to 825,418 shares worth $39.1M. The position accounts for 4.38% of the portfolio, ranked #8.

Eclectic Associates first reported a position in CGGR in Q2 2022 and has held it in 18 quarters since. 150 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Eclectic Associates held 825,418 shares of Capital Group Growth ETF worth $39.1M as of Q3 2026.
  • Eclectic Associates bought 23,469 Capital Group Growth ETF shares in Q3 2026, an estimated $1.09M.
  • Capital Group Growth ETF made up 4.38% of Eclectic Associates's portfolio in Q3 2026, its #8 holding.
  • Eclectic Associates first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • 150 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.