SEC 13F Intelligence

Genesis Private Wealth, LLC / CGGR

Genesis Private Wealth, LLC’s Capital Group Growth Etf Position

Does Genesis Private Wealth, LLC own Capital Group Growth Etf (CGGR)? Yes — 227.8K shares worth $9M (+2.88% of its 13F portfolio) as of Q1 2026, up from 227.2K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
227.8K
% of Portfolio
+2.88%
Quarters Held
6
currently held

Position History CGGR

Reported value by quarter
Q4 ’24: $7MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $9MQ3 ’25Q4 ’25: $10MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026227.8K$9M+2.88%
Q4 2025227.2K$10M+3.14%
Q3 2025211.2K$9M+3.90%
Q2 2025208.8K$8M+4.00%
Q1 2025203.5K$7M+3.70%
Q4 2024193.4K$7M+3.96%

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