Daymark Wealth Partners’s Capital Group Growth ETF CGGR Stock Holding History

Daymark Wealth Partners’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	$12.4M	Sell	308,594 -45,692	-13%	-$1.97M	0.39%	54
2025 Q4	$15.8M	Buy	354,286 +37,134	+12%	+$1.64M	0.5%	45
2025 Q3	$13.9M	Buy	317,152 +13,097	+4%	+$553K	0.47%	48
2025 Q2	$12.4M	Sell	304,055 -6,808	-2%	-$248K	0.47%	46
2025 Q1	$10.6M	Buy	310,863 +84,563	+37%	+$3.16M	0.46%	47
2024 Q4	$8.41M	Sell	226,300 -4,543	-2%	-$167K	0.36%	60
2024 Q3	$8.03M	Buy	230,843 +22,308	+11%	+$739K	0.34%	66
2024 Q2	$6.86M	Buy	208,535 +6,841	+3%	+$217K	0.31%	70
2024 Q1	$6.45M	Buy	201,694 +11,775	+6%	+$354K	0.35%	68
2023 Q4	$5.36M	Buy	+189,919	New	+$4.91M	0.33%	74

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

Daymark Wealth Partners's CGGR Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Capital Group Growth ETF (CGGR) stake by 13% in Q1 2026, selling an estimated $1.97M and leaving 308,594 shares worth $12.4M. The position accounts for 0.39% of the portfolio, ranked #54.

Daymark Wealth Partners first reported a position in CGGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.8M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Daymark Wealth Partners held 308,594 shares of Capital Group Growth ETF worth $12.4M as of Q1 2026.
Daymark Wealth Partners sold 45,692 Capital Group Growth ETF shares in Q1 2026, an estimated $1.97M.
Capital Group Growth ETF made up 0.39% of Daymark Wealth Partners's portfolio in Q1 2026, its #54 holding.
Daymark Wealth Partners first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 10 quarters since.
Daymark Wealth Partners's Capital Group Growth ETF position peaked at $15.8M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.