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Financial Council’s Capital Group Growth ETF CGGR Stock Holding History

Financial Council’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 		$19.5M Buy
485,720
+26,314
+6% +$1.14M 7.53% 3
2025
Q4 		$20.4M Buy
459,406
+24,166
+6% +$1.07M 8.16% 2
2025
Q3 		$19.1M Buy
435,240
+2,634
+0.6% +$111K 8.48% 2
2025
Q2 		$17.6M Buy
432,606
+4,879
+1% +$178K 8.48% 2
2025
Q1 		$14.6M Buy
427,727
+4,509
+1% +$169K 7.9% 2
2024
Q4 		$15.7M Buy
423,218
+1,575
+0.4% +$57.9K 8.11% 2
2024
Q3 		$14.7M Buy
421,643
+8,209
+2% +$272K 7.64% 2
2024
Q2 		$13.6M Buy
413,434
+17,093
+4% +$542K 7.6% 2
2024
Q1 		$12.7M Buy
396,341
+15,357
+4% +$462K 7.5% 2
2023
Q4 		$10.8M Sell
380,984
-967
-0.3% -$25K 7.21% 2
2023
Q3 		$9.36M Sell
381,951
-12,262
-3% -$311K 7.44% 2
2023
Q2 		$9.95M Sell
394,213
-49,773
-11% -$1.16M 7.59% 2
2023
Q1 		$9.97M Sell
443,986
-77,825
-15% -$1.69M 8.13% 2
2022
Q4 		$10.4M Buy
521,811
+318,510
+157% +$6.48M 6.52% 4
2022
Q3 		$3.97M Sell
203,301
-15,994
-7% -$342K 4.58% 7
2022
Q2 		$4.38M Buy
+219,295
New +$4.94M 5.46% 7

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 $79.5B AUM 27.1% 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

Financial Council's CGGR Position: Q1 2026 in Review

Financial Council increased its Capital Group Growth ETF (CGGR) stake by 5.7% in Q1 2026, buying an estimated $1.14M and bringing the position to 485,720 shares worth $19.5M. The position accounts for 7.53% of the portfolio, ranked #3.

Financial Council first reported a position in CGGR in Q2 2022 and has held it in 16 quarters since. The position peaked at $20.4M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Financial Council held 485,720 shares of Capital Group Growth ETF worth $19.5M as of Q1 2026.
  • Financial Council bought 26,314 Capital Group Growth ETF shares in Q1 2026, an estimated $1.14M.
  • Capital Group Growth ETF made up 7.53% of Financial Council's portfolio in Q1 2026, its #3 holding.
  • Financial Council first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Financial Council's Capital Group Growth ETF position peaked at $20.4M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.