SEC 13F Intelligence

Platt Wealth Management LLC / CGGR

Platt Wealth Management LLC’s Capital Group Growth Etf Position

Does Platt Wealth Management LLC own Capital Group Growth Etf (CGGR)? Yes34.1K shares worth $1M (+1.34% of its 13F portfolio) as of Q1 2026, up from 21.9K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
34.1K
% of Portfolio
+1.34%
Quarters Held
2
currently held

Position History CGGR

Reported value by quarter
Q4 ’25: $972,000Q4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.1K$1M+1.34%
Q4 202521.9K$972,000+0.96%

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