Continuum Advisory’s Capital Group Growth ETF CGGR Stock Holding History

Continuum Advisory’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	$6.1M	Buy	151,697 +4,056	+3%	+$175K	0.59%	33
2025 Q4	$6.57M	Buy	147,641 +9,787	+7%	+$432K	0.66%	33
2025 Q3	$6.05M	Buy	137,854 +23,235	+20%	+$981K	0.64%	35
2025 Q2	$4.66M	Buy	114,619 +32,744	+40%	+$1.19M	0.56%	41
2025 Q1	$2.8M	Buy	81,875 +7,433	+10%	+$278K	0.36%	67
2024 Q4	$2.77M	Buy	74,442 +789	+1%	+$29K	0.35%	68
2024 Q3	$2.73M	Buy	73,653 +1,453	+2%	+$48.2K	0.35%	66
2024 Q2	$2.37M	Buy	72,200 +6,784	+10%	+$215K	0.34%	72
2024 Q1	$2.06M	Buy	65,416 +21,835	+50%	+$657K	0.31%	78
2023 Q4	$1.23M	Buy	43,581 +11,201	+35%	+$290K	0.18%	147
2023 Q3	$793K	Buy	32,380 +14,536	+81%	+$369K	0.13%	197
2023 Q2	$450K	Buy	+17,844	New	+$416K	0.07%	300

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 $79.5B AUM 27.1% 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

Continuum Advisory's CGGR Position: Q1 2026 in Review

Continuum Advisory increased its Capital Group Growth ETF (CGGR) stake by 2.7% in Q1 2026, buying an estimated $175K and bringing the position to 151,697 shares worth $6.1M. The position accounts for 0.59% of the portfolio, ranked #33.

Continuum Advisory first reported a position in CGGR in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.57M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Continuum Advisory held 151,697 shares of Capital Group Growth ETF worth $6.1M as of Q1 2026.
Continuum Advisory bought 4,056 Capital Group Growth ETF shares in Q1 2026, an estimated $175K.
Capital Group Growth ETF made up 0.59% of Continuum Advisory's portfolio in Q1 2026, its #33 holding.
Continuum Advisory first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 12 quarters since.
Continuum Advisory's Capital Group Growth ETF position peaked at $6.57M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.