Question 1

How many shares of CGGR does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 2.2M shares of CGGR (CAPITAL GROUP GROWTH ETF).

Question 2

What is &PARTNERS's CGGR position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's CGGR position is worth $90.1M.

Question 3

Is &PARTNERS buying or selling CGGR?

Accepted Answer

In 2026-Q1, &PARTNERS increased their CGGR position (+8.1% change in shares).

Question 4

When did &PARTNERS first buy CGGR?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in CGGR in 2024-Q2. They have held the position across 17 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	2.2M	+8.1%	$90.1M	0.4%	$42.56	39
2025-Q4	Increased	2.1M	+36.1%	$92.3M	0.5%	$44.80	46
2025-Q3	Increased	1.5M	+16.8%	$66.9M	0.4%	$43.85	41
2025-Q2	Increased	1.3M	+27.7%	$53M	0.4%	$40.41	44
2025-Q1	Increased	1M	+93.6%	$35M	0.4%	$34.27	55
2024-Q4	Increased	527,051	+16.7%	$19.6M	0.2%	$37.40	39
2024-Q3	Increased	451,725	+1.4%	$15.7M	0.3%	$34.59	34
2024-Q2	Increased	445,461	+3.1%	$14.7M	0.6%	$32.80	41

CGGRShowing 8 of 17 quarters

CGGR
Showing 8 of 17 quarters