CWM
CGGR icon

Cornerstone Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Cornerstone Wealth Management’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 		$2.98M Buy
74,269
+12,249
+20% +$529K 0.15% 144
2025
Q4 		$2.76M Buy
62,020
+25,522
+70% +$1.13M 0.14% 145
2025
Q3 		$1.6M Buy
36,498
+2,376
+7% +$100K 0.09% 195
2025
Q2 		$1.39M Sell
34,122
-60
-0.2% -$2.19K 0.08% 201
2025
Q1 		$1.17M Hold
34,182
– – 0.08% 215
2024
Q4 		$1.27M Buy
34,182
+1,400
+4% +$51.4K 0.09% 191
2024
Q3 		$1.14M Buy
32,782
+301
+0.9% +$9.97K 0.08% 200
2024
Q2 		$1.07M Buy
32,481
+575
+2% +$18.2K 0.08% 191
2024
Q1 		$1.02M Sell
31,906
-1,100
-3% -$33.1K 0.08% 198
2023
Q4 		$932K Sell
33,006
-600
-2% -$15.5K 0.08% 208
2023
Q3 		$823K Buy
33,606
+60
+0.2% +$1.52K 0.08% 217
2023
Q2 		$846K Buy
33,546
+7,900
+31% +$184K 0.08% 208
2023
Q1 		$576K Buy
+25,646
New +$557K 0.06% 264
2022
Q3 		$449K Buy
23,025
+4,300
+23% +$91.9K 0.05% 277
2022
Q2 		$374K Buy
+18,725
New +$422K 0.04% 313

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cornerstone Wealth Management's CGGR Position: Q1 2026 in Review

Cornerstone Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 20% in Q1 2026, buying an estimated $529K and bringing the position to 74,269 shares worth $2.98M. The position accounts for 0.15% of the portfolio, ranked #144.

Cornerstone Wealth Management first reported a position in CGGR in Q2 2022 and has held it in 15 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Cornerstone Wealth Management held 74,269 shares of Capital Group Growth ETF worth $2.98M as of Q1 2026.
  • Cornerstone Wealth Management bought 12,249 Capital Group Growth ETF shares in Q1 2026, an estimated $529K.
  • Capital Group Growth ETF made up 0.15% of Cornerstone Wealth Management's portfolio in Q1 2026, its #144 holding.
  • Cornerstone Wealth Management first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 15 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.