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Founders Financial Alliance’s Capital Group Growth ETF CGGR Stock Holding History

Founders Financial Alliance’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 		$5.51M Buy
137,081
+8,991
+7% +$388K 0.99% 19
2025
Q4 		$5.7M Buy
128,090
+11,948
+10% +$528K 1.08% 20
2025
Q3 		$5.1M Buy
116,142
+109,530
+1,657% +$4.62M 0.96% 21
2025
Q2 		$269K Sell
6,612
-4,348
-40% -$159K 0.06% 276
2025
Q1 		$375K Sell
10,960
-1,600
-13% -$59.9K 0.09% 220
2024
Q4 		$467K Hold
12,560
– – 0.13% 153
2024
Q3 		$437K Hold
12,560
– – 0.12% 159
2024
Q2 		$413K Hold
12,560
– – 0.12% 167
2024
Q1 		$402K Buy
+12,560
New +$378K 0.12% 176

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

Founders Financial Alliance's CGGR Position: Q1 2026 in Review

Founders Financial Alliance increased its Capital Group Growth ETF (CGGR) stake by 7% in Q1 2026, buying an estimated $388K and bringing the position to 137,081 shares worth $5.51M. The position accounts for 0.99% of the portfolio, ranked #19.

Founders Financial Alliance first reported a position in CGGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.7M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Founders Financial Alliance held 137,081 shares of Capital Group Growth ETF worth $5.51M as of Q1 2026.
  • Founders Financial Alliance bought 8,991 Capital Group Growth ETF shares in Q1 2026, an estimated $388K.
  • Capital Group Growth ETF made up 0.99% of Founders Financial Alliance's portfolio in Q1 2026, its #19 holding.
  • Founders Financial Alliance first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Founders Financial Alliance's Capital Group Growth ETF position peaked at $5.7M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

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