Convergence Financial’s Capital Group Growth ETF CGGR Stock Holding History

Convergence Financial’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	-57,136	Closed	-$2.54M	–	222
2025 Q4	$2.54M	Sell	57,136 -1,250	-2%	-$55.2K	0.37%	46
2025 Q3	$2.56M	Sell	58,386 -3,406	-6%	-$144K	0.39%	43
2025 Q2	$2.51M	Buy	61,792 +731	+1%	+$26.7K	0.43%	43
2025 Q1	$2.09M	Buy	61,061 +54,810	+877%	+$2.05M	0.41%	41
2024 Q4	$232K	Buy	6,251 +437	+8%	+$16.1K	0.05%	145
2024 Q3	$202K	Sell	5,814 -2,711	-32%	-$89.8K	0.04%	155
2024 Q2	$280K	Buy	+8,525	New	+$270K	0.07%	126

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

Convergence Financial's CGGR Position: Q1 2026 in Review

Convergence Financial sold out of Capital Group Growth ETF (CGGR) in Q1 2026, closing a stake of 57,136 shares — an estimated $2.54M sold.

Convergence Financial first reported a position in CGGR in Q2 2024 and held it in 7 quarters. The position peaked at $2.56M in Q3 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Convergence Financial reported no remaining Capital Group Growth ETF position as of Q1 2026 after selling out during the quarter.
Convergence Financial sold 57,136 Capital Group Growth ETF shares in Q1 2026, an estimated $2.54M.
Convergence Financial first reported a position in Capital Group Growth ETF in Q2 2024 and held it in 7 quarters.
Convergence Financial's Capital Group Growth ETF position peaked at $2.56M in Q3 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.