Atria Investments’s Capital Group Growth ETF CGGR Stock Holding History

Atria Investments’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	$6.89M	Buy	171,538 +30,183	+21%	+$1.3M	0.08%	282
2025 Q4	$6.29M	Buy	141,355 +24,933	+21%	+$1.1M	0.07%	303
2025 Q3	$5.11M	Buy	116,422 +17,660	+18%	+$746K	0.06%	385
2025 Q2	$4.01M	Sell	98,762 -15,860	-14%	-$579K	0.05%	453
2025 Q1	$3.93M	Sell	114,622 -5,257	-4%	-$197K	0.05%	443
2024 Q4	$4.46M	Sell	119,879 -22,400	-16%	-$823K	0.06%	392
2024 Q3	$4.95M	Sell	142,279 -10,675	-7%	-$354K	0.06%	354
2024 Q2	$5.03M	Sell	152,954 -43,111	-22%	-$1.37M	0.07%	332
2024 Q1	$6.27M	Buy	+196,065	New	+$5.9M	0.09%	283

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

Atria Investments's CGGR Position: Q1 2026 in Review

Atria Investments increased its Capital Group Growth ETF (CGGR) stake by 21% in Q1 2026, buying an estimated $1.3M and bringing the position to 171,538 shares worth $6.89M. The position accounts for 0.08% of the portfolio, ranked #282.

Atria Investments first reported a position in CGGR in Q1 2024 and has held it in 9 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Atria Investments held 171,538 shares of Capital Group Growth ETF worth $6.89M as of Q1 2026.
Atria Investments bought 30,183 Capital Group Growth ETF shares in Q1 2026, an estimated $1.3M.
Capital Group Growth ETF made up 0.08% of Atria Investments's portfolio in Q1 2026, its #282 holding.
Atria Investments first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 9 quarters since.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.