SEC 13F Intelligence

Gerber Kawasaki Wealth & Investment Management / CGGRUSD

Gerber Kawasaki Wealth & Investment Management’s Capital Group Growth Etf Position

Does Gerber Kawasaki Wealth & Investment Management own Capital Group Growth Etf (CGGRUSD)? Yes808.1K shares worth $32M (+1.03% of its 13F portfolio) as of Q1 2026, up from 776.9K shares the prior filed quarter.

Position Value
$32M
Q1 2026
Shares
808.1K
% of Portfolio
+1.03%
Quarters Held
16
currently held

Position History CGGRUSD

Reported value by quarter
Q2 ’22: $15MQ2 ’22Q3 ’22: $16MQ4 ’22: $19MQ4 ’22Q1 ’23: $21MQ2 ’23: $23MQ2 ’23Q3 ’23: $21MQ4 ’23: $24MQ4 ’23Q1 ’24: $25MQ2 ’24: $26MQ2 ’24Q3 ’24: $27MQ4 ’24: $30MQ4 ’24Q1 ’25: $27MQ2 ’25: $34MQ2 ’25Q3 ’25: $34MQ4 ’25: $35MQ4 ’25Q1 ’26: $32Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026808.1K$32M+1.03%
Q4 2025776.9K$35M+1.21%
Q3 2025767.7K$34M+1.16%
Q2 2025845.9K$34M+1.33%
Q1 2025783.5K$27M+1.21%
Q4 2024803.6K$30M+1.30%
Q3 2024777.8K$27M+1.25%
Q2 2024805.1K$26M+1.33%
Q1 2024778.8K$25M+1.35%
Q4 2023843.9K$24M+1.43%
Q3 2023849.1K$21M+1.42%
Q2 2023895.8K$23M+1.52%
Q1 2023957.0K$21M+1.70%
Q4 2022954.7K$19M+1.69%
Q3 2022830.4K$16M+1.51%
Q2 2022733.1K$15M+1.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gerber Kawasaki Wealth & Investment Management’s full portfolio or all institutional holders of CGGRUSD.