FMWA
CGGR icon

Forvis Mazars Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Forvis Mazars Wealth 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 		– Sell
-4,531
Closed -$201K – 403
2025
Q4 		$201K Buy
+4,531
New +$200K ﹤0.01% 402

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

Forvis Mazars Wealth Advisors's CGGR Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors sold out of Capital Group Growth ETF (CGGR) in Q1 2026, closing a stake of 4,531 shares — an estimated $201K sold.

Forvis Mazars Wealth Advisors first reported a position in CGGR in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Forvis Mazars Wealth Advisors reported no remaining Capital Group Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 4,531 Capital Group Growth ETF shares in Q1 2026, an estimated $201K.
  • Forvis Mazars Wealth Advisors first reported a position in Capital Group Growth ETF in Q4 2025 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's Capital Group Growth ETF position peaked at $201K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.