Lantz Financial
CGGR icon

Lantz Financial’s Capital Group Growth ETF CGGR Stock Holding History

Lantz Financial’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 		$7.68M Buy
161,991
+7,260
+5% +$338K 1.4% 17
2026
Q2 		$7.3M Buy
154,731
+8,961
+6% +$405K 1.34% 18
2026
Q1 		$5.86M Buy
145,770
+5,877
+4% +$254K 1.21% 20
2025
Q4 		$6.22M Buy
139,893
+40,618
+41% +$1.79M 1.31% 19
2025
Q3 		$4.36M Buy
99,275
+3,998
+4% +$169K 0.96% 24
2025
Q2 		$3.87M Buy
95,277
+2,356
+3% +$86K 0.97% 22
2025
Q1 		$3.18M Buy
92,921
+4,503
+5% +$168K 0.87% 24
2024
Q4 		$3.29M Buy
88,418
+3,666
+4% +$135K 0.88% 24
2024
Q3 		$2.95M Buy
84,752
+5,208
+7% +$173K 0.8% 28
2024
Q2 		$2.62M Buy
79,544
+2,380
+3% +$75.5K 0.81% 23
2024
Q1 		$2.47M Buy
77,164
+2,676
+4% +$80.5K 0.79% 32
2023
Q4 		$2.1M Buy
74,488
+4,135
+6% +$107K 0.76% 31
2023
Q3 		$1.72M Buy
70,353
+2,947
+4% +$74.8K 0.69% 38
2023
Q2 		$1.7M Buy
67,406
+9,459
+16% +$220K 0.67% 45
2023
Q1 		$1.3M Buy
57,947
+13,872
+31% +$301K 0.54% 61
2022
Q4 		$879K Buy
+44,075
New +$897K 0.4% 68

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
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
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Lantz Financial's CGGR Position: Q3 2026 in Review

Lantz Financial increased its Capital Group Growth ETF (CGGR) stake by 4.7% in Q3 2026, buying an estimated $338K and bringing the position to 161,991 shares worth $7.68M. The position accounts for 1.4% of the portfolio, ranked #17.

Lantz Financial first reported a position in CGGR in Q4 2022 and has held it in 16 quarters since. 223 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Lantz Financial held 161,991 shares of Capital Group Growth ETF worth $7.68M as of Q3 2026.
  • Lantz Financial bought 7,260 Capital Group Growth ETF shares in Q3 2026, an estimated $338K.
  • Capital Group Growth ETF made up 1.4% of Lantz Financial's portfolio in Q3 2026, its #17 holding.
  • Lantz Financial first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 223 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.