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Capital Analysts LLC’s Capital Group Growth ETF CGGR Stock Holding History

Capital Analysts LLC’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 		$16.4M Buy
407,450
+98,481
+32% +$4.25M 0.43% 51
2025
Q4 		$13.7M Buy
308,969
+22,709
+8% +$1M 0.38% 64
2025
Q3 		$12.6M Buy
286,260
+54,806
+24% +$2.31M 0.37% 66
2025
Q2 		$9.41M Buy
231,454
+95,295
+70% +$3.48M 0.31% 76
2025
Q1 		$4.66M Buy
136,159
+107,129
+369% +$4.01M 0.17% 109
2024
Q4 		$1.08M Buy
29,030
+28,019
+2,771% +$1.03M 0.04% 239
2024
Q3 		$35K Hold
1,011
– – ﹤0.01% 796
2024
Q2 		$33K Sell
1,011
-376
-27% -$11.9K ﹤0.01% 783
2024
Q1 		$44K Sell
1,387
-413
-23% -$12.4K ﹤0.01% 693
2023
Q4 		$51K Sell
1,800
-1,158
-39% -$29.9K ﹤0.01% 642
2023
Q3 		$72K Sell
2,958
-391
-12% -$9.93K ﹤0.01% 542
2023
Q2 		$84K Sell
3,349
-1,866
-36% -$43.5K ﹤0.01% 494
2023
Q1 		$117K Sell
5,215
-172,295
-97% -$3.74M 0.01% 448
2022
Q4 		$3.54M Buy
177,510
+126,711
+249% +$2.58M 0.22% 91
2022
Q3 		$991K Buy
+50,799
New +$1.09M 0.07% 206

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

Capital Analysts LLC's CGGR Position: Q1 2026 in Review

Capital Analysts LLC increased its Capital Group Growth ETF (CGGR) stake by 32% in Q1 2026, buying an estimated $4.25M and bringing the position to 407,450 shares worth $16.4M. The position accounts for 0.43% of the portfolio, ranked #51.

Capital Analysts LLC first reported a position in CGGR in Q3 2022 and has held it in 15 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Capital Analysts LLC held 407,450 shares of Capital Group Growth ETF worth $16.4M as of Q1 2026.
  • Capital Analysts LLC bought 98,481 Capital Group Growth ETF shares in Q1 2026, an estimated $4.25M.
  • Capital Group Growth ETF made up 0.43% of Capital Analysts LLC's portfolio in Q1 2026, its #51 holding.
  • Capital Analysts LLC first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.