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High Net Worth Advisory Group’s Capital Group Growth ETF CGGR Stock Holding History

High Net Worth Advisory Group’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 		$205K Hold
5,095
– – 0.05% 231
2025
Q4 		$227K Buy
5,095
+4
+0.1% +$177 0.05% 220
2025
Q3 		$224K Buy
+5,091
New +$215K 0.05% 214

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

High Net Worth Advisory Group's CGGR Position: Q1 2026 in Review

High Net Worth Advisory Group held its Capital Group Growth ETF (CGGR) position steady in Q1 2026 at 5,095 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #231.

High Net Worth Advisory Group first reported a position in CGGR in Q3 2025 and has held it in 3 quarters since. The position peaked at $227K in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • High Net Worth Advisory Group held 5,095 shares of Capital Group Growth ETF worth $205K as of Q1 2026.
  • High Net Worth Advisory Group left its Capital Group Growth ETF share count unchanged in Q1 2026.
  • Capital Group Growth ETF made up 0.05% of High Net Worth Advisory Group's portfolio in Q1 2026, its #231 holding.
  • High Net Worth Advisory Group first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • High Net Worth Advisory Group's Capital Group Growth ETF position peaked at $227K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.