Centaurus Financial’s Capital Group Growth ETF CGGR Stock Holding History

Centaurus Financial’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	$6.74M	Buy	167,575 +1,978	+1%	+$85.4K	0.32%	72
2025 Q4	$7.36M	Sell	165,597 -14,828	-8%	-$655K	0.34%	68
2025 Q3	$7.92M	Buy	180,425 +12,053	+7%	+$509K	0.37%	62
2025 Q2	$6.84M	Buy	168,372 +44,079	+35%	+$1.61M	0.4%	60
2025 Q1	$4.26M	Buy	124,293 +67,330	+118%	+$2.52M	0.26%	87
2024 Q4	$2.12M	Buy	+56,963	New	+$2.09M	0.13%	165
2023 Q2	–	Sell	-7,138	Closed	-$160K	–	774
2023 Q1	$160K	Hold	7,138	–	–	0.01%	723
2022 Q4	$142K	Buy	7,138 +1,387	+24%	+$28.2K	0.01%	692
2022 Q3	$112K	Hold	5,751	–	–	0.01%	777
2022 Q2	$115K	Buy	+5,751	New	+$130K	0.01%	763

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

Centaurus Financial's CGGR Position: Q1 2026 in Review

Centaurus Financial increased its Capital Group Growth ETF (CGGR) stake by 1.2% in Q1 2026, buying an estimated $85.4K and bringing the position to 167,575 shares worth $6.74M. The position accounts for 0.32% of the portfolio, ranked #72.

Centaurus Financial first reported a position in CGGR in Q2 2022 and has held it in 10 quarters since. The position peaked at $7.92M in Q3 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Centaurus Financial held 167,575 shares of Capital Group Growth ETF worth $6.74M as of Q1 2026.
Centaurus Financial bought 1,978 Capital Group Growth ETF shares in Q1 2026, an estimated $85.4K.
Capital Group Growth ETF made up 0.32% of Centaurus Financial's portfolio in Q1 2026, its #72 holding.
Centaurus Financial first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 10 quarters since.
Centaurus Financial's Capital Group Growth ETF position peaked at $7.92M in Q3 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.