Endeavor Private Wealth’s Capital Group Growth ETF CGGR Stock Holding History

Endeavor Private 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	$3.21M	Buy	79,864 +13,955	+21%	+$603K	0.92%	32
2025 Q4	$2.93M	Buy	65,909 +5,175	+9%	+$228K	0.84%	35
2025 Q3	$2.67M	Buy	60,734 +4,623	+8%	+$195K	0.82%	35
2025 Q2	$2.28M	Buy	56,111 +14,196	+34%	+$518K	1.08%	27
2025 Q1	$1.44M	Buy	41,915 +9,547	+29%	+$357K	0.78%	39
2024 Q4	$1.2M	Buy	+32,368	New	+$1.19M	1.14%	28

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 $79.5B AUM 27.1% 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

Endeavor Private Wealth's CGGR Position: Q1 2026 in Review

Endeavor Private Wealth increased its Capital Group Growth ETF (CGGR) stake by 21% in Q1 2026, buying an estimated $603K and bringing the position to 79,864 shares worth $3.21M. The position accounts for 0.92% of the portfolio, ranked #32.

Endeavor Private Wealth first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Endeavor Private Wealth held 79,864 shares of Capital Group Growth ETF worth $3.21M as of Q1 2026.
Endeavor Private Wealth bought 13,955 Capital Group Growth ETF shares in Q1 2026, an estimated $603K.
Capital Group Growth ETF made up 0.92% of Endeavor Private Wealth's portfolio in Q1 2026, its #32 holding.
Endeavor Private Wealth first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.