M.E. Allison & Co’s Capital Group Growth ETF CGGR Stock Holding History

M.E. Allison & Co’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	$9M	Buy	189,720 +9,130	+5%	+$425K	5.05%	1
2026 Q2	$8.52M	Buy	180,590 +12,610	+8%	+$570K	4.91%	1
2026 Q1	$6.77M	Buy	167,980 +8,610	+5%	+$372K	4.49%	1
2025 Q4	$7.09M	Buy	159,370 +8,962	+6%	+$396K	4.82%	1
2025 Q3	$6.61M	Buy	150,408 +16,615	+12%	+$702K	4.6%	1
2025 Q2	$5.44M	Buy	133,793 +33,935	+34%	+$1.24M	4.37%	1
2025 Q1	$3.42M	Buy	99,858 +16,515	+20%	+$618K	3.38%	3
2024 Q4	$3.1M	Buy	+83,343	New	+$3.06M	3.41%	3

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

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

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

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

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

M.E. Allison & Co's CGGR Position: Q3 2026 in Review

M.E. Allison & Co increased its Capital Group Growth ETF (CGGR) stake by 5.1% in Q3 2026, buying an estimated $425K and bringing the position to 189,720 shares worth $9M. The position accounts for 5.05% of the portfolio, ranked #1.

M.E. Allison & Co first reported a position in CGGR in Q4 2024 and has held it in 8 quarters since. 162 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

M.E. Allison & Co held 189,720 shares of Capital Group Growth ETF worth $9M as of Q3 2026.
M.E. Allison & Co bought 9,130 Capital Group Growth ETF shares in Q3 2026, an estimated $425K.
Capital Group Growth ETF made up 5.05% of M.E. Allison & Co's portfolio in Q3 2026, its #1 holding.
M.E. Allison & Co first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 8 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.