Commonwealth Equity Services’s Capital Group Growth ETF CGGR Stock Holding History

Commonwealth Equity Services’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	$545M	Buy	13,552,564 +359,089	+3%	+$15.5M	0.76%	15
2025 Q4	$587M	Buy	13,193,475 +485,654	+4%	+$21.4M	0.78%	15
2025 Q3	$558M	Buy	12,707,821 +271,970	+2%	+$11.5M	0.72%	17
2025 Q2	$506M	Buy	12,435,851 +758,297	+6%	+$27.7M	0.67%	18
2025 Q1	$400M	Buy	11,677,554 +1,415,798	+14%	+$53M	0.57%	21
2024 Q4	$381M	Buy	10,261,756 +938,655	+10%	+$34.5M	0.56%	22
2024 Q3	$324M	Buy	9,323,101 +359,838	+4%	+$11.9M	0.49%	31
2024 Q2	$295M	Buy	8,963,263 +536,251	+6%	+$17M	0.47%	32
2024 Q1	$270M	Buy	8,427,012 +666,574	+9%	+$20M	0.45%	35
2023 Q4	$219M	Buy	7,760,438 +1,321,699	+21%	+$34.2M	0.4%	38
2023 Q3	$158M	Buy	6,438,739 +3,571,987	+125%	+$90.7M	0.33%	52
2023 Q2	$72.3M	Buy	2,866,752 +166,283	+6%	+$3.87M	0.15%	137
2023 Q1	$60.7K	Buy	2,700,469 +419,915	+18%	+$9.12M	0.13%	153
2022 Q4	$45.5M	Buy	2,280,554 +869,086	+62%	+$17.7M	0.11%	182
2022 Q3	$27.5M	Buy	1,411,468 +249,013	+21%	+$5.32M	0.07%	254
2022 Q2	$23.2M	Buy	1,162,455 +680,626	+141%	+$15.3M	0.06%	294
2022 Q1	$12.6M	Buy	+481,829	New	+$12M	0.03%	529

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services's CGGR Position: Q1 2026 in Review

Commonwealth Equity Services increased its Capital Group Growth ETF (CGGR) stake by 2.7% in Q1 2026, buying an estimated $15.5M and bringing the position to 13,552,564 shares worth $545M. The position accounts for 0.76% of the portfolio, ranked #15.

Commonwealth Equity Services first reported a position in CGGR in Q1 2022 and has held it in 17 quarters since. The position peaked at $587M in Q4 2025. 600 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Commonwealth Equity Services held 13,552,564 shares of Capital Group Growth ETF worth $545M as of Q1 2026.
Commonwealth Equity Services bought 359,089 Capital Group Growth ETF shares in Q1 2026, an estimated $15.5M.
Capital Group Growth ETF made up 0.76% of Commonwealth Equity Services's portfolio in Q1 2026, its #15 holding.
Commonwealth Equity Services first reported a position in Capital Group Growth ETF in Q1 2022 and has held it in 17 quarters since.
Commonwealth Equity Services's Capital Group Growth ETF position peaked at $587M in Q4 2025.
600 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.