Carson Wealth (CWM LLC)’s Capital Group Growth ETF CGGR Stock Holding History

Carson Wealth (CWM 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	$80.5M	Sell	2,002,105 -253,232	-11%	-$10.9M	0.21%	95
2025 Q4	$100M	Buy	2,255,337 +68,448	+3%	+$3.02M	0.27%	72
2025 Q3	$96M	Buy	2,186,889 +404,251	+23%	+$17.1M	0.29%	68
2025 Q2	$72.5M	Buy	1,782,638 +163,610	+10%	+$5.97M	0.26%	79
2025 Q1	$55.5M	Buy	1,619,028 +844,631	+109%	+$31.6M	0.22%	96
2024 Q4	$28.8M	Buy	774,397 +83,729	+12%	+$3.08M	0.12%	151
2024 Q3	$24M	Buy	690,668 +125,443	+22%	+$4.16M	0.1%	186
2024 Q2	$18.6M	Buy	565,225 +107,023	+23%	+$3.4M	0.09%	212
2024 Q1	$14.7M	Buy	458,202 +110,580	+32%	+$3.32M	0.07%	238
2023 Q4	$9.81M	Buy	347,622 +178,594	+106%	+$4.62M	0.05%	277
2023 Q3	$4.14M	Buy	169,028 +85,770	+103%	+$2.18M	0.03%	399
2023 Q2	$2.1M	Buy	+83,258	New	+$1.94M	0.01%	506
2022 Q3	–	Sell	-300	Closed	-$6K	–	3936
2022 Q2	$6K	Buy	+300	New	+$6.76K	﹤0.01%	2858

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CGGR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Capital Group Growth ETF (CGGR) stake by 11% in Q1 2026, selling an estimated $10.9M and leaving 2,002,105 shares worth $80.5M. The position accounts for 0.21% of the portfolio, ranked #95.

Carson Wealth (CWM LLC) first reported a position in CGGR in Q2 2022 and has held it in 13 quarters since. The position peaked at $100M in Q4 2025. 602 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Carson Wealth (CWM LLC) held 2,002,105 shares of Capital Group Growth ETF worth $80.5M as of Q1 2026.
Carson Wealth (CWM LLC) sold 253,232 Capital Group Growth ETF shares in Q1 2026, an estimated $10.9M.
Capital Group Growth ETF made up 0.21% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #95 holding.
Carson Wealth (CWM LLC) first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s Capital Group Growth ETF position peaked at $100M in Q4 2025.
602 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.