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

Founders Financial Securities’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	$14.9M	Buy	353,320 +53,650	+18%	+$2.32M	0.84%	21
2025 Q4	$13.3M	Buy	299,670 +53,305	+22%	+$2.35M	0.79%	27
2025 Q3	$10.8M	Buy	246,365 +13,168	+6%	+$556K	0.74%	32
2025 Q2	$9.48M	Buy	233,197 +21,292	+10%	+$777K	0.72%	30
2025 Q1	$7.37M	Buy	211,905 +84,807	+67%	+$3.17M	0.62%	36
2024 Q4	$4.72M	Buy	127,098 +6,045	+5%	+$222K	0.43%	52
2024 Q3	$4.21M	Buy	121,053 +15,873	+15%	+$526K	0.39%	59
2024 Q2	$3.46M	Buy	105,180 +25,752	+32%	+$817K	0.33%	69
2024 Q1	$2.54M	Buy	79,428 +19,150	+32%	+$576K	0.27%	80
2023 Q4	$1.7M	Buy	60,278 +20,905	+53%	+$540K	0.19%	103
2023 Q3	$965K	Buy	39,373 +5,740	+17%	+$146K	0.13%	139
2023 Q2	$849K	Buy	33,633 +11,065	+49%	+$258K	0.11%	162
2023 Q1	$507K	Buy	22,568 +9,860	+78%	+$214K	0.07%	200
2022 Q4	$253K	Buy	12,708 +1,083	+9%	+$22K	0.04%	276
2022 Q3	$227K	Buy	11,625 +625	+6%	+$13.4K	0.04%	274
2022 Q2	$220K	Buy	+11,000	New	+$248K	0.04%	231

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

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

Founders Financial Securities increased its Capital Group Growth ETF (CGGR) stake by 18% in Q1 2026, buying an estimated $2.32M and bringing the position to 353,320 shares worth $14.9M. The position accounts for 0.84% of the portfolio, ranked #21.

Founders Financial Securities first reported a position in CGGR in Q2 2022 and has held it in 16 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Founders Financial Securities held 353,320 shares of Capital Group Growth ETF worth $14.9M as of Q1 2026.
Founders Financial Securities bought 53,650 Capital Group Growth ETF shares in Q1 2026, an estimated $2.32M.
Capital Group Growth ETF made up 0.84% of Founders Financial Securities's portfolio in Q1 2026, its #21 holding.
Founders Financial Securities first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 16 quarters since.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.