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Capital Group Growth Etf shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Capital Group Growth Etf (CGGR) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Capital Group Growth Etf

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Growth Etf held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Growth Etf by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.8M 165k 47.20
2026-03-31 $2.0M 49k 40.60
2025-12-31 $2.0M 44k 44.47
2025-09-30 $1.7M 40k 43.92
2025-06-30 $1.5M 37k 40.65
2025-03-31 $1.1M 32k 34.25
2024-12-31 $779k 21k 37.17