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AE Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

AE Wealth Management’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 		$557K Buy
13,855
+6,065
+78% +$262K ﹤0.01% 1056
2025
Q4 		$346K Buy
7,790
+1,797
+30% +$79.3K ﹤0.01% 1238
2025
Q3 		$263K Buy
+5,993
New +$253K ﹤0.01% 1247
2023
Q3 		– Sell
-13,186
Closed -$333K – 1965
2023
Q2 		$333K Buy
13,186
+1,191
+10% +$27.7K ﹤0.01% 1565
2023
Q1 		$269K Sell
11,995
-279
-2% -$6.06K ﹤0.01% 1603
2022
Q4 		$245K Buy
12,274
+577
+5% +$11.7K ﹤0.01% 1587
2022
Q3 		$228K Buy
+11,697
New +$250K ﹤0.01% 1569

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

AE Wealth Management's CGGR Position: Q1 2026 in Review

AE Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 78% in Q1 2026, buying an estimated $262K and bringing the position to 13,855 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

AE Wealth Management first reported a position in CGGR in Q3 2022 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • AE Wealth Management held 13,855 shares of Capital Group Growth ETF worth $557K as of Q1 2026.
  • AE Wealth Management bought 6,065 Capital Group Growth ETF shares in Q1 2026, an estimated $262K.
  • Capital Group Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1056 holding.
  • AE Wealth Management first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 7 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.