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CWS Financial Advisors’s Capital Group Growth ETF CGGR Stock Holding History

CWS Financial Advisors’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 		$5.39M Buy
134,099
+8,279
+7% +$357K 1.38% 14
2025
Q4 		$5.6M Buy
125,820
+3,479
+3% +$154K 1.52% 12
2025
Q3 		$5.37M Buy
122,341
+3,290
+3% +$139K 1.49% 12
2025
Q2 		$4.84M Buy
119,051
+13,226
+12% +$483K 1.41% 12
2025
Q1 		$3.62M Buy
105,825
+23,646
+29% +$885K 1.14% 12
2024
Q4 		$3.05M Buy
82,179
+12,793
+18% +$470K 0.99% 16
2024
Q3 		$2.41M Buy
69,386
+2,115
+3% +$70.1K 0.86% 16
2024
Q2 		$2.21M Buy
67,271
+2,261
+3% +$71.7K 0.87% 16
2024
Q1 		$2.08M Sell
65,010
-129
-0.2% -$3.88K 0.85% 15
2023
Q4 		$1.84M Buy
65,139
+1,732
+3% +$44.8K 0.69% 21
2023
Q3 		$1.55M Buy
63,407
+5,681
+10% +$144K 0.62% 22
2023
Q2 		$1.46M Sell
57,726
-6,258
-10% -$146K 0.55% 23
2023
Q1 		$1.44M Buy
+63,984
New +$1.39M 0.57% 25
2022
Q4 		– Sell
-55,470
Closed -$1.08M – 143
2022
Q3 		$1.08M Buy
55,470
+14,055
+34% +$300K 0.52% 28
2022
Q2 		$827K Buy
+41,415
New +$933K 0.38% 42

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

CWS Financial Advisors's CGGR Position: Q1 2026 in Review

CWS Financial Advisors increased its Capital Group Growth ETF (CGGR) stake by 6.6% in Q1 2026, buying an estimated $357K and bringing the position to 134,099 shares worth $5.39M. The position accounts for 1.38% of the portfolio, ranked #14.

CWS Financial Advisors first reported a position in CGGR in Q2 2022 and has held it in 15 quarters since. The position peaked at $5.6M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • CWS Financial Advisors held 134,099 shares of Capital Group Growth ETF worth $5.39M as of Q1 2026.
  • CWS Financial Advisors bought 8,279 Capital Group Growth ETF shares in Q1 2026, an estimated $357K.
  • Capital Group Growth ETF made up 1.38% of CWS Financial Advisors's portfolio in Q1 2026, its #14 holding.
  • CWS Financial Advisors first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 15 quarters since.
  • CWS Financial Advisors's Capital Group Growth ETF position peaked at $5.6M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.