Baird Financial Group
CGGR icon

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

Baird Financial Group’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 		$80.4M Buy
1,999,359
+155,207
+8% +$6.7M 0.13% 125
2025
Q4 		$82M Buy
1,844,152
+36,755
+2% +$1.62M 0.13% 121
2025
Q3 		$79.4M Buy
1,807,397
+17,615
+1% +$744K 0.13% 128
2025
Q2 		$72.8M Buy
1,789,782
+319,582
+22% +$11.7M 0.13% 133
2025
Q1 		$50.4M Buy
1,470,200
+21,617
+1% +$809K 0.1% 172
2024
Q4 		$53.8M Sell
1,448,583
-67,995
-4% -$2.5M 0.1% 181
2024
Q3 		$52.8M Buy
1,516,578
+45,725
+3% +$1.52M 0.1% 198
2024
Q2 		$48.4M Buy
1,470,853
+52,172
+4% +$1.66M 0.1% 201
2024
Q1 		$45.4M Sell
1,418,681
-702
-0% -$21.1K 0.1% 212
2023
Q4 		$40.1M Buy
1,419,383
+176,441
+14% +$4.56M 0.09% 218
2023
Q3 		$30.5M Buy
1,242,942
+157,196
+14% +$3.99M 0.08% 224
2023
Q2 		$27.4M Buy
1,085,746
+122,564
+13% +$2.85M 0.07% 244
2023
Q1 		$21.6M Buy
963,182
+52,433
+6% +$1.14M 0.05% 293
2022
Q4 		$18.2M Buy
910,749
+891,566
+4,648% +$18.1M 0.05% 315
2022
Q3 		$374K Buy
+19,183
New +$410K ﹤0.01% 1386

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

Baird Financial Group's CGGR Position: Q1 2026 in Review

Baird Financial Group increased its Capital Group Growth ETF (CGGR) stake by 8.4% in Q1 2026, buying an estimated $6.7M and bringing the position to 1,999,359 shares worth $80.4M. The position accounts for 0.13% of the portfolio, ranked #125.

Baird Financial Group first reported a position in CGGR in Q3 2022 and has held it in 15 quarters since. The position peaked at $82M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Baird Financial Group held 1,999,359 shares of Capital Group Growth ETF worth $80.4M as of Q1 2026.
  • Baird Financial Group bought 155,207 Capital Group Growth ETF shares in Q1 2026, an estimated $6.7M.
  • Capital Group Growth ETF made up 0.13% of Baird Financial Group's portfolio in Q1 2026, its #125 holding.
  • Baird Financial Group first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • Baird Financial Group's Capital Group Growth ETF position peaked at $82M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.