CreativeOne Wealth’s Capital Group Growth ETF CGGR Stock Holding History

CreativeOne 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	$888K	Buy	22,083 +8,108	+58%	+$350K	0.02%	619
2025 Q4	$621K	Buy	13,975 +5,056	+57%	+$223K	0.02%	714
2025 Q3	$392K	Buy	8,919 +2,151	+32%	+$90.8K	0.01%	852
2025 Q2	$275K	Buy	+6,768	New	+$247K	0.01%	956
2025 Q1	–	Sell	-6,513	Closed	-$242K	–	1073
2024 Q4	$242K	Sell	6,513 -376	-5%	-$13.8K	0.01%	953
2024 Q3	$240K	Buy	6,889 +458	+7%	+$15.2K	0.01%	843
2024 Q2	$212K	Sell	6,431 -960	-13%	-$30.5K	0.01%	714
2024 Q1	$236K	Buy	+7,391	New	+$222K	0.01%	793

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

CreativeOne Wealth's CGGR Position: Q1 2026 in Review

CreativeOne Wealth increased its Capital Group Growth ETF (CGGR) stake by 58% in Q1 2026, buying an estimated $350K and bringing the position to 22,083 shares worth $888K. The position accounts for 0.02% of the portfolio, ranked #619.

CreativeOne Wealth first reported a position in CGGR in Q1 2024 and has held it in 8 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

CreativeOne Wealth held 22,083 shares of Capital Group Growth ETF worth $888K as of Q1 2026.
CreativeOne Wealth bought 8,108 Capital Group Growth ETF shares in Q1 2026, an estimated $350K.
Capital Group Growth ETF made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #619 holding.
CreativeOne Wealth first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 8 quarters since.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

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