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BetterWealth’s Capital Group Growth ETF CGGR Stock Holding History

BetterWealth’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 		$8.58M Buy
213,461
+7,735
+4% +$334K 1.68% 13
2025
Q4 		$9.15M Buy
205,726
+4,394
+2% +$194K 2.09% 11
2025
Q3 		$8.84M Buy
201,332
+214
+0.1% +$9.04K 2.11% 11
2025
Q2 		$8.18M Buy
201,118
+14,234
+8% +$519K 2.09% 11
2025
Q1 		$6.4M Buy
186,884
+16,531
+10% +$619K 1.8% 11
2024
Q4 		$6.33M Buy
+170,353
New +$6.26M 1.74% 12

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

BetterWealth's CGGR Position: Q1 2026 in Review

BetterWealth increased its Capital Group Growth ETF (CGGR) stake by 3.8% in Q1 2026, buying an estimated $334K and bringing the position to 213,461 shares worth $8.58M. The position accounts for 1.68% of the portfolio, ranked #13.

BetterWealth first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.15M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • BetterWealth held 213,461 shares of Capital Group Growth ETF worth $8.58M as of Q1 2026.
  • BetterWealth bought 7,735 Capital Group Growth ETF shares in Q1 2026, an estimated $334K.
  • Capital Group Growth ETF made up 1.68% of BetterWealth's portfolio in Q1 2026, its #13 holding.
  • BetterWealth first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • BetterWealth's Capital Group Growth ETF position peaked at $9.15M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.