Bartlett & Co Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Bartlett & Co Wealth 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	–	Sell	-121	Closed	-$5.38K	–	1293
2025 Q4	$5.38K	Buy	+121	New	+$5.34K	﹤0.01%	1007
2025 Q3	–	Sell	-43	Closed	-$1.75K	–	1221
2025 Q2	$1.75K	Hold	43	–	–	﹤0.01%	1106
2025 Q1	$1.47K	Hold	43	–	–	﹤0.01%	1085
2024 Q4	$1.6K	Hold	43	–	–	﹤0.01%	1049
2024 Q3	$1.5K	Hold	43	–	–	﹤0.01%	1060
2024 Q2	$1.42K	Hold	43	–	–	﹤0.01%	1074
2024 Q1	$1.38K	Hold	43	–	–	﹤0.01%	1055
2023 Q4	$1.23K	Buy	+43	New	+$1.11K	﹤0.01%	1178

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

Bartlett & Co Wealth Management's CGGR Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Capital Group Growth ETF (CGGR) in Q1 2026, closing a stake of 121 shares — an estimated $5.38K sold.

Bartlett & Co Wealth Management first reported a position in CGGR in Q4 2023 and held it in 8 quarters. The position peaked at $5.38K in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining Capital Group Growth ETF position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 121 Capital Group Growth ETF shares in Q1 2026, an estimated $5.38K.
Bartlett & Co Wealth Management first reported a position in Capital Group Growth ETF in Q4 2023 and held it in 8 quarters.
Bartlett & Co Wealth Management's Capital Group Growth ETF position peaked at $5.38K in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.