Financial Management Network’s Capital Group Growth ETF CGGR Stock Holding History

Financial Management Network’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	$5.63M	Buy	133,991 +25,965	+24%	+$1.12M	0.86%	33
2025 Q4	$4.81M	Buy	108,026 +11,465	+12%	+$506K	0.76%	38
2025 Q3	$4.3M	Buy	96,561 +25,140	+35%	+$1.06M	0.71%	37
2025 Q2	$2.92M	Buy	71,421 +33,778	+90%	+$1.23M	0.52%	45
2025 Q1	$1.17M	Buy	37,643 +14,445	+62%	+$540K	0.26%	67
2024 Q4	$878K	Buy	23,198 +6,865	+42%	+$252K	0.18%	79
2024 Q3	$571K	Buy	16,333 +250	+2%	+$8.29K	0.12%	100
2024 Q2	$544K	Buy	16,083 +134	+0.8%	+$4.25K	0.13%	96
2024 Q1	$504K	Sell	15,949 -655	-4%	-$19.7K	0.13%	97
2023 Q4	$459K	Buy	16,604 +329	+2%	+$8.51K	0.13%	92
2023 Q3	$396K	Buy	16,275 +827	+5%	+$21K	0.13%	99
2023 Q2	$392K	Buy	15,448 +1,063	+7%	+$24.8K	0.14%	102
2023 Q1	$322K	Buy	14,385 +977	+7%	+$21.2K	0.13%	101
2022 Q4	$269K	Buy	+13,408	New	+$273K	0.12%	118

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

Financial Management Network's CGGR Position: Q1 2026 in Review

Financial Management Network increased its Capital Group Growth ETF (CGGR) stake by 24% in Q1 2026, buying an estimated $1.12M and bringing the position to 133,991 shares worth $5.63M. The position accounts for 0.86% of the portfolio, ranked #33.

Financial Management Network first reported a position in CGGR in Q4 2022 and has held it in 14 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Financial Management Network held 133,991 shares of Capital Group Growth ETF worth $5.63M as of Q1 2026.
Financial Management Network bought 25,965 Capital Group Growth ETF shares in Q1 2026, an estimated $1.12M.
Capital Group Growth ETF made up 0.86% of Financial Management Network's portfolio in Q1 2026, its #33 holding.
Financial Management Network first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 14 quarters since.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.