Alpha Financial Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Alpha Financial Advisors’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	$17.5M	Buy	436,542 +5,609	+1%	+$242K	5.38%	8
2025 Q4	$19.2M	Buy	430,933 +5,588	+1%	+$247K	5.86%	6
2025 Q3	$18.7M	Buy	425,345 +7,067	+2%	+$298K	6.58%	5
2025 Q2	$17M	Sell	418,278 -198,591	-32%	-$7.25M	6.57%	5
2025 Q1	$21.1M	Buy	616,869 +67,202	+12%	+$2.51M	9.39%	5
2024 Q4	$20.4M	Buy	+549,667	New	+$20.2M	9.25%	5

Other funds holding CGGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Alpha Financial Advisors's CGGR Position: Q1 2026 in Review

Alpha Financial Advisors increased its Capital Group Growth ETF (CGGR) stake by 1.3% in Q1 2026, buying an estimated $242K and bringing the position to 436,542 shares worth $17.5M. The position accounts for 5.38% of the portfolio, ranked #8.

Alpha Financial Advisors first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.1M in Q1 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Alpha Financial Advisors held 436,542 shares of Capital Group Growth ETF worth $17.5M as of Q1 2026.
Alpha Financial Advisors bought 5,609 Capital Group Growth ETF shares in Q1 2026, an estimated $242K.
Capital Group Growth ETF made up 5.38% of Alpha Financial Advisors's portfolio in Q1 2026, its #8 holding.
Alpha Financial Advisors first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
Alpha Financial Advisors's Capital Group Growth ETF position peaked at $21.1M in Q1 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.