Anchor Investment Management’s Capital Group Growth ETF CGGR Stock Holding History

Anchor Investment 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	$2.71M	Hold	67,512	–	–	0.23%	116
2025 Q4	$3M	Buy	67,512 +3,860	+6%	+$170K	0.24%	110
2025 Q3	$2.8M	Hold	63,652	–	–	0.23%	112
2025 Q2	$2.59M	Hold	63,652	–	–	0.23%	117
2025 Q1	$2.18M	Hold	63,652	–	–	0.2%	124
2024 Q4	$2.37M	Hold	63,652	–	–	0.22%	111
2024 Q3	$2.21M	Buy	+63,652	New	+$2.11M	0.21%	121

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 $71.6B AUM 21.08% 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

Anchor Investment Management's CGGR Position: Q1 2026 in Review

Anchor Investment Management held its Capital Group Growth ETF (CGGR) position steady in Q1 2026 at 67,512 shares worth $2.71M. The position accounts for 0.23% of the portfolio, ranked #116.

Anchor Investment Management first reported a position in CGGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $3M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Anchor Investment Management held 67,512 shares of Capital Group Growth ETF worth $2.71M as of Q1 2026.
Anchor Investment Management left its Capital Group Growth ETF share count unchanged in Q1 2026.
Capital Group Growth ETF made up 0.23% of Anchor Investment Management's portfolio in Q1 2026, its #116 holding.
Anchor Investment Management first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 7 quarters since.
Anchor Investment Management's Capital Group Growth ETF position peaked at $3M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.