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Ergawealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Ergawealth 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 		$30.8M Buy
766,282
+47,547
+7% +$2.05M 13.62% 2
2025
Q4 		$32M Buy
718,735
+50,568
+8% +$2.23M 14.71% 2
2025
Q3 		$29.3M Buy
668,167
+32,438
+5% +$1.37M 13.67% 1
2025
Q2 		$25.8M Buy
635,729
+27,035
+4% +$987K 11.63% 1
2025
Q1 		$20.8M Buy
608,694
+8,273
+1% +$310K 10.33% 1
2024
Q4 		$22.3M Buy
600,421
+5,516
+0.9% +$203K 11.03% 1
2024
Q3 		$20.7M Buy
594,905
+19,622
+3% +$650K 10.26% 1
2024
Q2 		$18.9M Sell
575,283
-18,812
-3% -$597K 10.3% 2
2024
Q1 		$19M Buy
594,095
+9,141
+2% +$275K 10.42% 2
2023
Q4 		$16.5M Sell
584,954
-2,335
-0.4% -$60.4K 10.16% 3
2023
Q3 		$14.4M Buy
587,289
+12,001
+2% +$305K 9.93% 3
2023
Q2 		$14.5M Buy
575,288
+54,832
+11% +$1.28M 9.95% 4
2023
Q1 		$11.7M Buy
520,456
+58,337
+13% +$1.27M 9.52% 4
2022
Q4 		$9.21M Buy
+462,119
New +$9.4M 8.34% 4

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

Ergawealth Advisors's CGGR Position: Q1 2026 in Review

Ergawealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 6.6% in Q1 2026, buying an estimated $2.05M and bringing the position to 766,282 shares worth $30.8M. The position accounts for 13.62% of the portfolio, ranked #2.

Ergawealth Advisors first reported a position in CGGR in Q4 2022 and has held it in 14 quarters since. The position peaked at $32M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Ergawealth Advisors held 766,282 shares of Capital Group Growth ETF worth $30.8M as of Q1 2026.
  • Ergawealth Advisors bought 47,547 Capital Group Growth ETF shares in Q1 2026, an estimated $2.05M.
  • Capital Group Growth ETF made up 13.62% of Ergawealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Ergawealth Advisors first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Ergawealth Advisors's Capital Group Growth ETF position peaked at $32M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

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