FinDec Wealth Services’s Capital Group Growth ETF CGGR Stock Holding History

FinDec Wealth Services’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	$238K	Sell	5,931 -4	-0.1%	-$173	0.29%	25
2025 Q4	$264K	Sell	5,935 -123	-2%	-$5.43K	0.28%	27
2025 Q3	$266K	Sell	6,058 -1,490	-20%	-$62.9K	0.28%	26
2025 Q2	$307K	Sell	7,548 -8,911	-54%	-$325K	0.32%	27
2025 Q1	$564K	Sell	16,459 -95,575	-85%	-$3.58M	0.56%	24
2024 Q4	$4.16M	Sell	112,034 -27,838	-20%	-$1.02M	2.89%	14
2024 Q3	$4.87M	Buy	139,872 +3,059	+2%	+$101K	2.83%	15
2024 Q2	$4.5M	Sell	136,813 -12,720	-9%	-$404K	2.84%	15
2024 Q1	$4.78M	Sell	149,533 -2,903	-2%	-$87.3K	3.01%	16
2023 Q4	$4.3M	Buy	+152,436	New	+$3.94M	2.88%	17

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

FinDec Wealth Services's CGGR Position: Q1 2026 in Review

FinDec Wealth Services reduced its Capital Group Growth ETF (CGGR) stake by 0.07% in Q1 2026, selling an estimated $173 and leaving 5,931 shares worth $238K. The position accounts for 0.29% of the portfolio, ranked #25.

FinDec Wealth Services first reported a position in CGGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.87M in Q3 2024. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

FinDec Wealth Services held 5,931 shares of Capital Group Growth ETF worth $238K as of Q1 2026.
FinDec Wealth Services sold 4 Capital Group Growth ETF shares in Q1 2026, an estimated $173.
Capital Group Growth ETF made up 0.29% of FinDec Wealth Services's portfolio in Q1 2026, its #25 holding.
FinDec Wealth Services first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 10 quarters since.
FinDec Wealth Services's Capital Group Growth ETF position peaked at $4.87M in Q3 2024.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on FinDec Wealth Services's 13F filing for Q1 2026, filed 5 May 2026.