Equitable Holdings’s Capital Group Growth ETF CGGR Stock Holding History

Equitable Holdings’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	$43.2M	Buy	980,811 +293,164	+43%	+$12.7M	0.28%	77
2025 Q4	$30.6M	Buy	687,647 +81,458	+13%	+$3.6M	0.21%	107
2025 Q3	$26.6M	Buy	606,189 +152,315	+34%	+$6.43M	0.2%	111
2025 Q2	$18.4M	Buy	453,874 +279,354	+160%	+$10.2M	0.15%	125
2025 Q1	$5.98M	Buy	174,520 +100,742	+137%	+$3.77M	0.06%	266
2024 Q4	$2.74M	Buy	73,778 +33,947	+85%	+$1.25M	0.03%	406
2024 Q3	$1.39M	Buy	39,831 +25,565	+179%	+$847K	0.01%	588
2024 Q2	$469K	Buy	14,266 +3,384	+31%	+$107K	﹤0.01%	854
2024 Q1	$348K	Buy	+10,882	New	+$327K	﹤0.01%	913

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

Equitable Holdings's CGGR Position: Q1 2026 in Review

Equitable Holdings increased its Capital Group Growth ETF (CGGR) stake by 43% in Q1 2026, buying an estimated $12.7M and bringing the position to 980,811 shares worth $43.2M. The position accounts for 0.28% of the portfolio, ranked #77.

Equitable Holdings first reported a position in CGGR in Q1 2024 and has held it in 9 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Equitable Holdings held 980,811 shares of Capital Group Growth ETF worth $43.2M as of Q1 2026.
Equitable Holdings bought 293,164 Capital Group Growth ETF shares in Q1 2026, an estimated $12.7M.
Capital Group Growth ETF made up 0.28% of Equitable Holdings's portfolio in Q1 2026, its #77 holding.
Equitable Holdings first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 9 quarters since.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.