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Capital Group Growth Etf shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Capital Group Growth Etf (CGGR) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Capital Group Growth Etf

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Growth Etf held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Growth Etf by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6M 69k 37.33
2025-09-30 $1.4M 37k 38.05
2025-06-30 $529k 18k 29.57
2025-03-31 $243k 12k 20.34
2024-12-31 $207k 10k 19.85

More positions owned by Roehl & Yi Investment Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Exxon Mobil Corporation (XOM)
Advisors Ser Tr Scharf Etf (KAT)

View all positions for Roehl & Yi Investment Advisors

Top funds holding Capital Group Growth Etf

LPL Financial
Morgan Stanley
Capital Group Private Client Services
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Raymond James Financial
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Jones Financial Companies, L.L
Royal Bank of Canada
Advisor Group Holdings
UBS Group
Forge Financial Services

View all funds holding Capital Group Growth Etf