Meriwether Wealth & Planning’s Capital Group Growth ETF CGGR Stock Holding History

Meriwether Wealth & Planning’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	$14.7K	Buy	+310	New	+$14.4K	0.01%	374

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

Meriwether Wealth & Planning's CGGR Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Capital Group Growth ETF (CGGR) in Q3 2026: 310 shares worth $14.7K. The stake represents 0.01% of the portfolio and ranks #374 among its holdings.

286 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

Meriwether Wealth & Planning held 310 shares of Capital Group Growth ETF worth $14.7K as of Q3 2026.
Capital Group Growth ETF was a new Meriwether Wealth & Planning position in Q3 2026.
Capital Group Growth ETF made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #374 holding.
286 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.