Lantern Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Lantern Wealth Advisors’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	$1.3M	Buy	27,415 +234	+0.9%	+$10.9K	0.56%	48
2026 Q2	$1.28M	Buy	27,181 +3,705	+16%	+$167K	0.59%	45
2026 Q1	$943K	Sell	23,476 -57	-0.2%	-$2.46K	0.48%	58
2025 Q4	$1.05M	Buy	23,533 +9,664	+70%	+$427K	0.56%	47
2025 Q3	$609K	Buy	13,869 +4,475	+48%	+$189K	0.32%	76
2025 Q2	$382K	Buy	+9,394	New	+$343K	0.23%	98

Other funds holding CGGR

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Lantern Wealth Advisors's CGGR Position: Q3 2026 in Review

Lantern Wealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 0.86% in Q3 2026, buying an estimated $10.9K and bringing the position to 27,415 shares worth $1.3M. The position accounts for 0.56% of the portfolio, ranked #48.

Lantern Wealth Advisors first reported a position in CGGR in Q2 2025 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

Lantern Wealth Advisors held 27,415 shares of Capital Group Growth ETF worth $1.3M as of Q3 2026.
Lantern Wealth Advisors bought 234 Capital Group Growth ETF shares in Q3 2026, an estimated $10.9K.
Capital Group Growth ETF made up 0.56% of Lantern Wealth Advisors's portfolio in Q3 2026, its #48 holding.
Lantern Wealth Advisors first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 6 quarters since.
299 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.