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Canandaigua National Trust of Florida’s Capital Group Growth ETF CGGR Stock Holding History

Canandaigua National Trust of Florida’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
-32,960
Closed -$1.47M – 115
2025
Q4 		$1.47M Buy
+32,960
New +$1.46M 0.92% 22

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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 $424B AUM 22.96% 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 $79.5B AUM 27.1% 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

Canandaigua National Trust of Florida's CGGR Position: Q1 2026 in Review

Canandaigua National Trust of Florida sold out of Capital Group Growth ETF (CGGR) in Q1 2026, closing a stake of 32,960 shares — an estimated $1.47M sold.

Canandaigua National Trust of Florida first reported a position in CGGR in Q4 2025 and held it in 1 quarter. The position peaked at $1.47M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Canandaigua National Trust of Florida reported no remaining Capital Group Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Canandaigua National Trust of Florida sold 32,960 Capital Group Growth ETF shares in Q1 2026, an estimated $1.47M.
  • Canandaigua National Trust of Florida first reported a position in Capital Group Growth ETF in Q4 2025 and held it in 1 quarter.
  • Canandaigua National Trust of Florida's Capital Group Growth ETF position peaked at $1.47M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q1 2026, filed 8 Apr 2026.