Corient Private Wealth’s Capital Group Growth ETF CGGR Stock Holding History

Corient Private Wealth’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	$14.2K	Sell	53,839 -59,193	-52%	-$2.56M	﹤0.01%	2795
2025 Q4	$5.03M	Buy	113,032 +56,004	+98%	+$2.47M	﹤0.01%	1051
2025 Q3	$2.5M	Sell	57,028 -8,073	-12%	-$341K	﹤0.01%	968
2025 Q2	$2.65M	Buy	+65,101	New	+$2.38M	﹤0.01%	918
2025 Q1	–	Sell	-61,539	Closed	-$165K	–	2314
2024 Q4	$165K	Sell	61,539 -10,480	-15%	-$385K	﹤0.01%	2165
2024 Q3	$2.51M	Sell	72,019 -11,139	-13%	-$369K	﹤0.01%	995
2024 Q2	$2.74M	Sell	83,158 -54,147	-39%	-$1.72M	﹤0.01%	897
2024 Q1	$4.39M	Sell	137,305 -38,653	-22%	-$1.16M	0.01%	742
2023 Q4	$4.97M	Sell	175,958 -11,436	-6%	-$296K	0.01%	697
2023 Q3	$4.59M	Sell	187,394 -190	-0.1%	-$4.82K	0.01%	654
2023 Q2	$4.73M	Buy	+187,584	New	+$4.37M	0.01%	645

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

Corient Private Wealth's CGGR Position: Q1 2026 in Review

Corient Private Wealth reduced its Capital Group Growth ETF (CGGR) stake by 52% in Q1 2026, selling an estimated $2.56M and leaving 53,839 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2795.

Corient Private Wealth first reported a position in CGGR in Q2 2023 and has held it in 11 quarters since. The position peaked at $5.03M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Corient Private Wealth held 53,839 shares of Capital Group Growth ETF worth $14.2K as of Q1 2026.
Corient Private Wealth sold 59,193 Capital Group Growth ETF shares in Q1 2026, an estimated $2.56M.
Capital Group Growth ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2795 holding.
Corient Private Wealth first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 11 quarters since.
Corient Private Wealth's Capital Group Growth ETF position peaked at $5.03M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.