Bridgewealth Advisory Group’s Capital Group Growth ETF CGGR Stock Holding History

Bridgewealth Advisory 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	$9.33M	Buy	232,042 +20,929	+10%	+$904K	1.93%	16
2025 Q4	$9.39M	Buy	211,113 +13,695	+7%	+$605K	2.07%	15
2025 Q3	$8.67M	Buy	197,418 +15,007	+8%	+$634K	2.01%	16
2025 Q2	$7.41M	Buy	182,411 +55,137	+43%	+$2.01M	1.88%	18
2025 Q1	$4.36M	Sell	127,274 -49,204	-28%	-$1.84M	5.73%	4
2024 Q4	$7.02M	Buy	176,478 +8,393	+5%	+$308K	1.98%	20
2024 Q3	$5.85M	Buy	168,085 +5,863	+4%	+$194K	2.13%	18
2024 Q2	$5.34M	Buy	162,222 +20,616	+15%	+$654K	2.36%	15
2024 Q1	$4.53M	Buy	141,606 +46,510	+49%	+$1.4M	2.22%	14
2023 Q4	$2.68M	Buy	95,096 +41,586	+78%	+$1.08M	2.06%	14
2023 Q3	$1.31M	Buy	53,510 +44,768	+512%	+$1.14M	1.61%	14
2023 Q2	$221K	Buy	+8,742	New	+$204K	0.36%	51

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

Bridgewealth Advisory Group's CGGR Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its Capital Group Growth ETF (CGGR) stake by 9.9% in Q1 2026, buying an estimated $904K and bringing the position to 232,042 shares worth $9.33M. The position accounts for 1.93% of the portfolio, ranked #16.

Bridgewealth Advisory Group first reported a position in CGGR in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.39M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Bridgewealth Advisory Group held 232,042 shares of Capital Group Growth ETF worth $9.33M as of Q1 2026.
Bridgewealth Advisory Group bought 20,929 Capital Group Growth ETF shares in Q1 2026, an estimated $904K.
Capital Group Growth ETF made up 1.93% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #16 holding.
Bridgewealth Advisory Group first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 12 quarters since.
Bridgewealth Advisory Group's Capital Group Growth ETF position peaked at $9.39M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.