SEC 13F Intelligence

Capital Analysts, LLC / CGGR

Capital Analysts, LLC’s Capital Group Growth Etf Position

Does Capital Analysts, LLC own Capital Group Growth Etf (CGGR)? Yes407.4K shares worth $16M (+0.43% of its 13F portfolio) as of Q1 2026, up from 309.0K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
407.4K
% of Portfolio
+0.43%
Quarters Held
15
currently held

Position History CGGR

Reported value by quarter
Q3 ’22: $991,000Q3 ’22Q4 ’22: $4MQ1 ’23: $117,000Q1 ’23Q2 ’23: $84,000Q3 ’23: $72,000Q3 ’23Q4 ’23: $51,000Q1 ’24: $44,000Q1 ’24Q2 ’24: $33,000Q3 ’24: $35,000Q3 ’24Q4 ’24: $1MQ1 ’25: $5MQ1 ’25Q2 ’25: $9MQ3 ’25: $13MQ3 ’25Q4 ’25: $14MQ1 ’26: $16MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026407.4K$16M+0.43%
Q4 2025309.0K$14M+0.38%
Q3 2025286.3K$13M+0.37%
Q2 2025231.5K$9M+0.31%
Q1 2025136.2K$5M+0.17%
Q4 202429.0K$1M+0.04%
Q3 20241.0K$35,0000.00%
Q2 20241.0K$33,0000.00%
Q1 20241.4K$44,0000.00%
Q4 20231.8K$51,0000.00%
Q3 20233.0K$72,0000.00%
Q2 20233.3K$84,0000.00%
Q1 20235.2K$117,000+0.01%
Q4 2022177.5K$4M+0.22%
Q3 202250.8K$991,000+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Analysts, LLC’s full portfolio or all institutional holders of CGGR.