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CGGR icon

Advisornet Financial’s Capital Group Growth ETF CGGR Stock Holding History

Advisornet Financial’s Portfolio CGGR Stock Details CGGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.9M Sell
471,321
-46,379
-9% -$2M 0.98% 26
2025
Q4 		$23M Buy
517,700
+14,886
+3% +$657K 1.23% 18
2025
Q3 		$22.1M Buy
502,814
+7,298
+1% +$308K 1.25% 16
2025
Q2 		$20.1M Buy
495,516
+19,948
+4% +$728K 1.3% 15
2025
Q1 		$16.3M Buy
475,568
+210,434
+79% +$7.87M 1.21% 16
2024
Q4 		$9.86M Buy
265,134
+54,734
+26% +$2.01M 0.82% 26
2024
Q3 		$7.32M Buy
210,400
+151,077
+255% +$5.01M 0.55% 34
2024
Q2 		$1.95M Buy
59,323
+8,844
+18% +$281K 0.18% 132
2024
Q1 		$1.61M Buy
50,479
+17,173
+52% +$516K 0.16% 148
2023
Q4 		$940K Buy
33,306
+7,529
+29% +$195K 0.09% 225
2023
Q3 		$632K Buy
25,777
+2,559
+11% +$65K 0.06% 270
2023
Q2 		$586K Buy
23,218
+7,144
+44% +$166K 0.05% 283
2023
Q1 		$361K Hold
16,074
– – 0.03% 352
2022
Q4 		$321K Buy
16,074
+11,355
+241% +$231K 0.03% 376
2022
Q3 		$92K Buy
+4,719
New +$101K 0.01% 672

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisornet Financial's CGGR Position: Q1 2026 in Review

Advisornet Financial reduced its Capital Group Growth ETF (CGGR) stake by 9% in Q1 2026, selling an estimated $2M and leaving 471,321 shares worth $18.9M. The position accounts for 0.98% of the portfolio, ranked #26.

Advisornet Financial first reported a position in CGGR in Q3 2022 and has held it in 15 quarters since. The position peaked at $23M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Advisornet Financial held 471,321 shares of Capital Group Growth ETF worth $18.9M as of Q1 2026.
  • Advisornet Financial sold 46,379 Capital Group Growth ETF shares in Q1 2026, an estimated $2M.
  • Capital Group Growth ETF made up 0.98% of Advisornet Financial's portfolio in Q1 2026, its #26 holding.
  • Advisornet Financial first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • Advisornet Financial's Capital Group Growth ETF position peaked at $23M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.