Planned Solutions’s Capital Group Growth ETF CGGR Stock Holding History

Planned Solutions’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	$236K	Hold	4,971	–	–	0.06%	138
2026 Q2	$235K	Sell	4,971 -885	-15%	-$40K	0.07%	137
2026 Q1	$235K	Buy	5,856 +86	+1%	+$3.71K	0.08%	126
2025 Q4	$257K	Buy	+5,770	New	+$255K	0.08%	115
2024 Q4	–	Sell	-40	Closed	-$1.39K	–	196
2024 Q3	$1.39K	Buy	+40	New	+$1.33K	﹤0.01%	572

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

Planned Solutions's CGGR Position: Q3 2026 in Review

Planned Solutions held its Capital Group Growth ETF (CGGR) position steady in Q3 2026 at 4,971 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #138.

Planned Solutions first reported a position in CGGR in Q3 2024 and has held it in 5 quarters since. The position peaked at $257K in Q4 2025. 150 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

Planned Solutions held 4,971 shares of Capital Group Growth ETF worth $236K as of Q3 2026.
Planned Solutions left its Capital Group Growth ETF share count unchanged in Q3 2026.
Capital Group Growth ETF made up 0.06% of Planned Solutions's portfolio in Q3 2026, its #138 holding.
Planned Solutions first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 5 quarters since.
Planned Solutions's Capital Group Growth ETF position peaked at $257K in Q4 2025.
150 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.