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Blue Trust Inc’s Capital Group Growth ETF CGGR Stock Holding History

Blue Trust Inc’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
-3,660
Closed -$163K – 2546
2025
Q4 		$163K Buy
+3,660
New +$162K ﹤0.01% 852

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Envestnet Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Blue Trust Inc's CGGR Position: Q1 2026 in Review

Blue Trust Inc sold out of Capital Group Growth ETF (CGGR) in Q1 2026, closing a stake of 3,660 shares — an estimated $163K sold.

Blue Trust Inc first reported a position in CGGR in Q4 2025 and held it in 1 quarter. The position peaked at $163K in Q4 2025. 602 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Blue Trust Inc reported no remaining Capital Group Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 3,660 Capital Group Growth ETF shares in Q1 2026, an estimated $163K.
  • Blue Trust Inc first reported a position in Capital Group Growth ETF in Q4 2025 and held it in 1 quarter.
  • Blue Trust Inc's Capital Group Growth ETF position peaked at $163K in Q4 2025.
  • 602 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.