James T. Borello RIA’s Capital Group Growth ETF CGGR Stock Holding History

James T. Borello RIA’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	$14M	Buy	294,628 +34,216	+13%	+$1.59M	2.9%	11
2026 Q2	$12.3M	Buy	260,412 +16,070	+7%	+$726K	2.65%	13
2026 Q1	$9.8M	Buy	244,342 +20,937	+9%	+$904K	2.49%	13
2025 Q4	$9.9M	Buy	223,405 +17,956	+9%	+$793K	2.56%	12
2025 Q3	$9.02M	Buy	205,449 +22,711	+12%	+$959K	2.44%	11
2025 Q2	$7.43M	Buy	182,738 +2,542	+1%	+$92.8K	2.16%	13
2025 Q1	$6.17M	Sell	180,196 -8,240	-4%	-$308K	1.98%	14
2024 Q4	$7M	Buy	188,436 +76,843	+69%	+$2.82M	2.61%	12
2024 Q3	$3.88M	Buy	111,593 +12,037	+12%	+$399K	1.58%	18
2024 Q2	$3.27M	Buy	99,556 +11,121	+13%	+$353K	1.45%	17
2024 Q1	$2.83M	Buy	88,435 +3,469	+4%	+$104K	1.29%	18
2023 Q4	$2.4M	Buy	+84,966	New	+$2.2M	1.96%	11

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

James T. Borello RIA's CGGR Position: Q3 2026 in Review

James T. Borello RIA increased its Capital Group Growth ETF (CGGR) stake by 13% in Q3 2026, buying an estimated $1.59M and bringing the position to 294,628 shares worth $14M. The position accounts for 2.9% of the portfolio, ranked #11.

James T. Borello RIA first reported a position in CGGR in Q4 2023 and has held it in 12 quarters since. 194 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

James T. Borello RIA held 294,628 shares of Capital Group Growth ETF worth $14M as of Q3 2026.
James T. Borello RIA bought 34,216 Capital Group Growth ETF shares in Q3 2026, an estimated $1.59M.
Capital Group Growth ETF made up 2.9% of James T. Borello RIA's portfolio in Q3 2026, its #11 holding.
James T. Borello RIA first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 12 quarters since.
194 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.