Bessemer Group’s Capital Group Growth ETF CGGR Stock Holding History

Bessemer 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	–	Sell	-2,935	Closed	-$131K	–	2513
2025 Q4	$131K	Sell	2,935 -2,000	-41%	-$88.3K	﹤0.01%	1436
2025 Q3	$217K	Hold	4,935	–	–	﹤0.01%	1101
2025 Q2	$201K	Hold	4,935	–	–	﹤0.01%	1086
2025 Q1	$169K	Hold	4,935	–	–	﹤0.01%	1106
2024 Q4	$183K	Hold	4,935	–	–	﹤0.01%	1085
2024 Q3	$172K	Hold	4,935	–	–	﹤0.01%	1146
2024 Q2	$162K	Hold	4,935	–	–	﹤0.01%	1054
2024 Q1	$158K	Hold	4,935	–	–	﹤0.01%	1065
2023 Q4	$139K	Buy	+4,935	New	+$128K	﹤0.01%	1132

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

Bessemer Group's CGGR Position: Q1 2026 in Review

Bessemer Group sold out of Capital Group Growth ETF (CGGR) in Q1 2026, closing a stake of 2,935 shares — an estimated $131K sold.

Bessemer Group first reported a position in CGGR in Q4 2023 and held it in 9 quarters. The position peaked at $217K in Q3 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Bessemer Group reported no remaining Capital Group Growth ETF position as of Q1 2026 after selling out during the quarter.
Bessemer Group sold 2,935 Capital Group Growth ETF shares in Q1 2026, an estimated $131K.
Bessemer Group first reported a position in Capital Group Growth ETF in Q4 2023 and held it in 9 quarters.
Bessemer Group's Capital Group Growth ETF position peaked at $217K in Q3 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.