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Colter Lewis Investment Partners’s Capital Group Growth ETF CGGR Stock Holding History

Colter Lewis Investment Partners’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
-19,914
Closed -$886K – 114
2025
Q4 		$886K Buy
+19,914
New +$879K 1.02% 26

Other funds holding CGGR

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Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Colter Lewis Investment Partners's CGGR Position: Q1 2026 in Review

Colter Lewis Investment Partners sold out of Capital Group Growth ETF (CGGR) in Q1 2026, closing a stake of 19,914 shares — an estimated $886K sold.

Colter Lewis Investment Partners first reported a position in CGGR in Q4 2025 and held it in 1 quarter. The position peaked at $886K in Q4 2025. 602 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Colter Lewis Investment Partners reported no remaining Capital Group Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Colter Lewis Investment Partners sold 19,914 Capital Group Growth ETF shares in Q1 2026, an estimated $886K.
  • Colter Lewis Investment Partners first reported a position in Capital Group Growth ETF in Q4 2025 and held it in 1 quarter.
  • Colter Lewis Investment Partners's Capital Group Growth ETF position peaked at $886K in Q4 2025.
  • 602 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.