tru Independence’s Capital Group Growth ETF CGGR Stock Holding History

tru Independence’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	$11M	Buy	231,237 +7,576	+3%	+$353K	4.69%	8
2026 Q2	$10.6M	Buy	223,661 +9,033	+4%	+$408K	4.62%	7
2026 Q1	$8.63M	Buy	214,628 +19,270	+10%	+$832K	4.27%	8
2025 Q4	$8.69M	Buy	195,358 +21,426	+12%	+$946K	2.19%	12
2025 Q3	$7.64M	Buy	173,932 +11,936	+7%	+$504K	1.98%	12
2025 Q2	$6.59M	Buy	161,996 +61,153	+61%	+$2.23M	1.9%	14
2025 Q1	$3.45M	Buy	+100,843	New	+$3.77M	1.07%	44

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

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

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

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

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

tru Independence's CGGR Position: Q3 2026 in Review

tru Independence increased its Capital Group Growth ETF (CGGR) stake by 3.4% in Q3 2026, buying an estimated $353K and bringing the position to 231,237 shares worth $11M. The position accounts for 4.69% of the portfolio, ranked #8.

tru Independence first reported a position in CGGR in Q1 2025 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

tru Independence held 231,237 shares of Capital Group Growth ETF worth $11M as of Q3 2026.
tru Independence bought 7,576 Capital Group Growth ETF shares in Q3 2026, an estimated $353K.
Capital Group Growth ETF made up 4.69% of tru Independence's portfolio in Q3 2026, its #8 holding.
tru Independence first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 7 quarters since.
194 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.