Creative Planning’s Capital Group Growth ETF CGGR Stock Holding History

Creative Planning’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	$1.73M	Sell	43,168 -2,482	-5%	-$107K	﹤0.01%	2013
2025 Q4	$2.03M	Sell	45,650 -1,641	-3%	-$72.5K	﹤0.01%	1723
2025 Q3	$2.08M	Buy	47,291 +19,873	+72%	+$839K	﹤0.01%	1512
2025 Q2	$1.11M	Buy	27,418 +2,433	+10%	+$88.8K	﹤0.01%	1761
2025 Q1	$856K	Buy	24,985 +930	+4%	+$34.8K	﹤0.01%	1837
2024 Q4	$894K	Sell	24,055 -621	-3%	-$22.8K	﹤0.01%	1728
2024 Q3	$858K	Buy	24,676 +2,818	+13%	+$93.4K	﹤0.01%	1636
2024 Q2	$719K	Buy	21,858 +4,435	+25%	+$141K	﹤0.01%	1653
2024 Q1	$557K	Buy	17,423 +2,577	+17%	+$77.5K	﹤0.01%	1781
2023 Q4	$419K	Buy	14,846 +2,025	+16%	+$52.4K	﹤0.01%	1828
2023 Q3	$314K	Buy	+12,821	New	+$325K	﹤0.01%	1902

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

Creative Planning's CGGR Position: Q1 2026 in Review

Creative Planning reduced its Capital Group Growth ETF (CGGR) stake by 5.4% in Q1 2026, selling an estimated $107K and leaving 43,168 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Creative Planning first reported a position in CGGR in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q3 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Creative Planning held 43,168 shares of Capital Group Growth ETF worth $1.73M as of Q1 2026.
Creative Planning sold 2,482 Capital Group Growth ETF shares in Q1 2026, an estimated $107K.
Capital Group Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2013 holding.
Creative Planning first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 11 quarters since.
Creative Planning's Capital Group Growth ETF position peaked at $2.08M in Q3 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.