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

Financial Perspectives’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	$2.18M	Buy	54,333 +2,376	+5%	+$103K	0.61%	35
2025 Q4	$2.31M	Buy	51,957 +1,684	+3%	+$74.4K	0.62%	34
2025 Q3	$2.21M	Buy	50,273 +1,309	+3%	+$55.3K	0.61%	33
2025 Q2	$1.99M	Buy	48,964 +656	+1%	+$23.9K	0.6%	35
2025 Q1	$1.65M	Buy	48,308 +406	+0.8%	+$15.2K	0.57%	36
2024 Q4	$1.78M	Buy	47,902 +86	+0.2%	+$3.16K	0.6%	34
2024 Q3	$1.66M	Buy	47,816 +447	+0.9%	+$14.8K	0.58%	34
2024 Q2	$1.56M	Hold	47,369	–	–	0.58%	35
2024 Q1	$1.52M	Buy	47,369 +262	+0.6%	+$7.88K	0.57%	35
2023 Q4	$1.33M	Buy	47,107 +301	+0.6%	+$7.78K	0.54%	36
2023 Q3	$1.15M	Buy	46,806 +1,355	+3%	+$34.4K	0.52%	36
2023 Q2	$1.15M	Buy	45,451 +2,927	+7%	+$68.2K	0.5%	40
2023 Q1	$955K	Buy	42,524 +4,646	+12%	+$101K	0.46%	38
2022 Q4	$755K	Buy	37,878 +15,827	+72%	+$322K	0.39%	47
2022 Q3	$430K	Buy	22,051 +2,912	+15%	+$62.2K	0.24%	65
2022 Q2	$382K	Buy	+19,139	New	+$431K	0.22%	66

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 Perspectives's CGGR Position: Q1 2026 in Review

Financial Perspectives increased its Capital Group Growth ETF (CGGR) stake by 4.6% in Q1 2026, buying an estimated $103K and bringing the position to 54,333 shares worth $2.18M. The position accounts for 0.61% of the portfolio, ranked #35.

Financial Perspectives first reported a position in CGGR in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.31M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Financial Perspectives held 54,333 shares of Capital Group Growth ETF worth $2.18M as of Q1 2026.
Financial Perspectives bought 2,376 Capital Group Growth ETF shares in Q1 2026, an estimated $103K.
Capital Group Growth ETF made up 0.61% of Financial Perspectives's portfolio in Q1 2026, its #35 holding.
Financial Perspectives first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 16 quarters since.
Financial Perspectives's Capital Group Growth ETF position peaked at $2.31M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.