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CapWealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

CapWealth Advisors’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 		$2.37M Sell
59,063
-1,255
-2% -$54.2K 0.18% 63
2025
Q4 		$2.68M Sell
60,318
-1,577
-3% -$69.6K 0.18% 66
2025
Q3 		$2.72M Sell
61,895
-1,735
-3% -$73.3K 0.19% 65
2025
Q2 		$2.59M Sell
63,630
-1,751
-3% -$63.9K 0.25% 52
2025
Q1 		$2.24M Sell
65,381
-1,830
-3% -$68.5K 0.24% 53
2024
Q4 		$2.5M Sell
67,211
-3,185
-5% -$117K 0.27% 52
2024
Q3 		$2.45M Sell
70,396
-2,158
-3% -$71.5K 0.27% 53
2024
Q2 		$2.39M Sell
72,554
-1,367
-2% -$43.4K 0.3% 49
2024
Q1 		$2.36M Sell
73,921
-96
-0.1% -$2.89K 0.27% 51
2023
Q4 		$2.09M Sell
74,017
-327
-0.4% -$8.46K 0.25% 51
2023
Q3 		$1.82M Sell
74,344
-1,333
-2% -$33.8K 0.23% 58
2023
Q2 		$1.91M Sell
75,677
-1,484
-2% -$34.6K 0.23% 57
2023
Q1 		$1.73M Sell
77,161
-1,070
-1% -$23.2K 0.22% 60
2022
Q4 		$1.56M Hold
78,231
– – 0.18% 63
2022
Q3 		$1.53M Buy
78,231
+39,201
+100% +$838K 0.2% 62
2022
Q2 		$779K Buy
+39,030
New +$880K 0.09% 75

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

CapWealth Advisors's CGGR Position: Q1 2026 in Review

CapWealth Advisors reduced its Capital Group Growth ETF (CGGR) stake by 2.1% in Q1 2026, selling an estimated $54.2K and leaving 59,063 shares worth $2.37M. The position accounts for 0.18% of the portfolio, ranked #63.

CapWealth Advisors first reported a position in CGGR in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.72M in Q3 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • CapWealth Advisors held 59,063 shares of Capital Group Growth ETF worth $2.37M as of Q1 2026.
  • CapWealth Advisors sold 1,255 Capital Group Growth ETF shares in Q1 2026, an estimated $54.2K.
  • Capital Group Growth ETF made up 0.18% of CapWealth Advisors's portfolio in Q1 2026, its #63 holding.
  • CapWealth Advisors first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • CapWealth Advisors's Capital Group Growth ETF position peaked at $2.72M in Q3 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on CapWealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.