Choreo LLC’s Capital Group Growth ETF CGGR Stock Holding History

Choreo 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	$670K	Buy	16,673 +361	+2%	+$15.6K	0.01%	793
2025 Q4	$731K	Sell	16,312 -514	-3%	-$22.7K	0.01%	747
2025 Q3	$739K	Hold	16,826	–	–	0.01%	739
2025 Q2	$684K	Buy	16,826 +7,967	+90%	+$291K	0.01%	745
2025 Q1	$303K	Sell	8,859 -333	-4%	-$12.5K	﹤0.01%	1082
2024 Q4	$342K	Buy	9,192 +6	+0.1%	+$220	﹤0.01%	1109
2024 Q3	$317K	Hold	9,186	–	–	﹤0.01%	1175
2024 Q2	$302K	Buy	+9,186	New	+$291K	0.01%	1093

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

Choreo LLC's CGGR Position: Q1 2026 in Review

Choreo LLC increased its Capital Group Growth ETF (CGGR) stake by 2.2% in Q1 2026, buying an estimated $15.6K and bringing the position to 16,673 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #793.

Choreo LLC first reported a position in CGGR in Q2 2024 and has held it in 8 quarters since. The position peaked at $739K in Q3 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Choreo LLC held 16,673 shares of Capital Group Growth ETF worth $670K as of Q1 2026.
Choreo LLC bought 361 Capital Group Growth ETF shares in Q1 2026, an estimated $15.6K.
Capital Group Growth ETF made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #793 holding.
Choreo LLC first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 8 quarters since.
Choreo LLC's Capital Group Growth ETF position peaked at $739K in Q3 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.