Challenger Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Challenger Wealth Management’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	$17.9M	Buy	444,185 +1,506	+0.3%	+$65K	14.26%	2
2025 Q4	$19.7M	Buy	442,679 +10,901	+3%	+$481K	15.02%	2
2025 Q3	$19M	Sell	431,778 -1,950	-0.4%	-$82.3K	14.83%	2
2025 Q2	$17.6M	Buy	433,728 +43,605	+11%	+$1.59M	12.23%	2
2025 Q1	$13.4M	Buy	390,123 +183,765	+89%	+$6.88M	10.59%	2
2024 Q4	$7.67M	Buy	+206,358	New	+$7.58M	6.61%	2

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 $79.5B AUM 27.1% 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

Challenger Wealth Management's CGGR Position: Q1 2026 in Review

Challenger Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 0.34% in Q1 2026, buying an estimated $65K and bringing the position to 444,185 shares worth $17.9M. The position accounts for 14.26% of the portfolio, ranked #2.

Challenger Wealth Management first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.7M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Challenger Wealth Management held 444,185 shares of Capital Group Growth ETF worth $17.9M as of Q1 2026.
Challenger Wealth Management bought 1,506 Capital Group Growth ETF shares in Q1 2026, an estimated $65K.
Capital Group Growth ETF made up 14.26% of Challenger Wealth Management's portfolio in Q1 2026, its #2 holding.
Challenger Wealth Management first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
Challenger Wealth Management's Capital Group Growth ETF position peaked at $19.7M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.