Chevy Chase Trust’s Capital Group Growth ETF CGGR Stock Holding History

Chevy Chase Trust’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 Q3	$40.8M	Buy	+859,559	New	+$40M	0.1%	164

Other funds holding CGGR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Chevy Chase Trust's CGGR Position: Q3 2026 in Review

Chevy Chase Trust opened a new position in Capital Group Growth ETF (CGGR) in Q3 2026: 859,559 shares worth $40.8M. The stake represents 0.1% of the portfolio and ranks #164 among its holdings.

595 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

Chevy Chase Trust held 859,559 shares of Capital Group Growth ETF worth $40.8M as of Q3 2026.
Capital Group Growth ETF was a new Chevy Chase Trust position in Q3 2026.
Capital Group Growth ETF made up 0.1% of Chevy Chase Trust's portfolio in Q3 2026, its #164 holding.
595 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Chevy Chase Trust's 13F filing for Q3 2026, filed 13 Nov 2026.