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

Barnes Pettey 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 		$33.2M Buy
824,935
+16,355
+2% +$706K 14.45% 1
2025
Q4 		$36M Buy
808,580
+21,742
+3% +$960K 17.78% 1
2025
Q3 		$34.6M Buy
786,838
+30,007
+4% +$1.27M 18.94% 1
2025
Q2 		$30.8M Buy
756,831
+28,650
+4% +$1.05M 20.56% 1
2025
Q1 		$24.9M Sell
728,181
-5,697
-0.8% -$213K 19.41% 1
2024
Q4 		$27.3M Buy
733,878
+6,900
+0.9% +$253K 20.83% 1
2024
Q3 		$25.3M Sell
726,978
-3,674
-0.5% -$122K 20.17% 1
2024
Q2 		$24M Sell
730,652
-9,723
-1% -$308K 20.67% 1
2024
Q1 		$23.7M Buy
740,375
+763
+0.1% +$22.9K 20.46% 1
2023
Q4 		$20.9M Buy
739,612
+28,892
+4% +$747K 16.95% 1
2023
Q3 		$17.4M Buy
710,720
+15,671
+2% +$398K 15.98% 1
2023
Q2 		$17.5M Buy
695,049
+31,240
+5% +$728K 15.16% 1
2023
Q1 		$14.9M Buy
663,809
+94,995
+17% +$2.06M 14.24% 1
2022
Q4 		$11.3M Buy
568,814
+187,164
+49% +$3.81M 11.7% 1
2022
Q3 		$7.45M Buy
381,650
+9,343
+3% +$200K 10.17% 1
2022
Q2 		$7.43M Buy
+372,307
New +$8.39M 9.59% 1

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

Barnes Pettey Financial Advisors's CGGR Position: Q1 2026 in Review

Barnes Pettey Financial Advisors increased its Capital Group Growth ETF (CGGR) stake by 2% in Q1 2026, buying an estimated $706K and bringing the position to 824,935 shares worth $33.2M. The position accounts for 14.45% of the portfolio, ranked #1.

Barnes Pettey Financial Advisors first reported a position in CGGR in Q2 2022 and has held it in 16 quarters since. The position peaked at $36M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Barnes Pettey Financial Advisors held 824,935 shares of Capital Group Growth ETF worth $33.2M as of Q1 2026.
  • Barnes Pettey Financial Advisors bought 16,355 Capital Group Growth ETF shares in Q1 2026, an estimated $706K.
  • Capital Group Growth ETF made up 14.45% of Barnes Pettey Financial Advisors's portfolio in Q1 2026, its #1 holding.
  • Barnes Pettey Financial Advisors first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Barnes Pettey Financial Advisors's Capital Group Growth ETF position peaked at $36M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.