SEC 13F Intelligence

Challenger Wealth Management / CGGRUSD

Challenger Wealth Management’s Capital Group Growth Etf Position

Does Challenger Wealth Management own Capital Group Growth Etf (CGGRUSD)? Yes — 444.2K shares worth $18M (+14.26% of its 13F portfolio) as of Q1 2026, up from 442.7K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
444.2K
% of Portfolio
+14.26%
Quarters Held
6
currently held

Position History CGGRUSD

Reported value by quarter
Q4 ’24: $8MQ4 ’24Q1 ’25: $13MQ1 ’25Q2 ’25: $18MQ2 ’25Q3 ’25: $19MQ3 ’25Q4 ’25: $20MQ4 ’25Q1 ’26: $18MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026444.2K$18M+14.26%
Q4 2025442.7K$20M+15.02%
Q3 2025431.8K$19M+14.83%
Q2 2025433.7K$18M+12.23%
Q1 2025390.1K$13M+10.59%
Q4 2024206.4K$8M+6.61%

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