Clearstead Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Clearstead Advisors’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	–	Sell	-3,440	Closed	-$153K	–	2357
2025 Q4	$153K	Sell	3,440 -226	-6%	-$9.98K	﹤0.01%	990
2025 Q3	$161K	Buy	3,666 +400	+12%	+$16.9K	﹤0.01%	928
2025 Q2	$133K	Hold	3,266	–	–	﹤0.01%	982
2025 Q1	$112K	Hold	3,266	–	–	﹤0.01%	972
2024 Q4	$121K	Buy	+3,266	New	+$120K	﹤0.01%	971

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

Clearstead Advisors's CGGR Position: Q1 2026 in Review

Clearstead Advisors sold out of Capital Group Growth ETF (CGGR) in Q1 2026, closing a stake of 3,440 shares — an estimated $153K sold.

Clearstead Advisors first reported a position in CGGR in Q4 2024 and held it in 5 quarters. The position peaked at $161K in Q3 2025. 602 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Clearstead Advisors reported no remaining Capital Group Growth ETF position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 3,440 Capital Group Growth ETF shares in Q1 2026, an estimated $153K.
Clearstead Advisors first reported a position in Capital Group Growth ETF in Q4 2024 and held it in 5 quarters.
Clearstead Advisors's Capital Group Growth ETF position peaked at $161K in Q3 2025.
602 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.