LongView Wealth Management
CGGR icon

LongView Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

LongView Wealth Management’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 		$13.3M Buy
281,380
+12,122
+5% +$565K 3.22% 5
2026
Q2 		$12.7M Sell
269,258
-2,542
-0.9% -$115K 3.26% 5
2026
Q1 		$11.8M Buy
271,800
+13,118
+5% +$566K 2.97% 5
2025
Q4 		$11.8M Buy
258,682
+19,084
+8% +$843K 2.85% 5
2025
Q3 		$10.5M Buy
239,598
+23,084
+11% +$975K 2.85% 6
2025
Q2 		$8.8M Sell
216,514
-96,937
-31% -$3.54M 2.66% 7
2025
Q1 		$10.7M Buy
313,451
+14,996
+5% +$561K 3.22% 5
2024
Q4 		$11.1M Buy
298,455
+13,957
+5% +$513K 3.38% 5
2024
Q3 		$9.9M Buy
284,498
+35,411
+14% +$1.17M 3.16% 6
2024
Q2 		$8.19M Buy
249,087
+29,846
+14% +$947K 3.03% 6
2024
Q1 		$7.01M Buy
219,241
+58,998
+37% +$1.77M 2.78% 7
2023
Q4 		$4.49M Buy
+160,243
New +$4.14M 2.01% 9

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

LongView Wealth Management's CGGR Position: Q3 2026 in Review

LongView Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 4.5% in Q3 2026, buying an estimated $565K and bringing the position to 281,380 shares worth $13.3M. The position accounts for 3.22% of the portfolio, ranked #5.

LongView Wealth Management first reported a position in CGGR in Q4 2023 and has held it in 12 quarters since. 223 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • LongView Wealth Management held 281,380 shares of Capital Group Growth ETF worth $13.3M as of Q3 2026.
  • LongView Wealth Management bought 12,122 Capital Group Growth ETF shares in Q3 2026, an estimated $565K.
  • Capital Group Growth ETF made up 3.22% of LongView Wealth Management's portfolio in Q3 2026, its #5 holding.
  • LongView Wealth Management first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 223 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.