Holistic Planning’s Capital Group Growth ETF CGGR Stock Holding History

Holistic Planning’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	$698K	Sell	17,363 -1,651	-9%	-$71.3K	0.14%	140
2025 Q4	$846K	Sell	19,014 -6,140	-24%	-$271K	0.18%	108
2025 Q3	$1.1M	Hold	25,154	–	–	0.29%	66
2025 Q2	$1.02M	Buy	25,154 +855	+4%	+$31.2K	0.29%	67
2025 Q1	$832K	Sell	24,299 -455	-2%	-$17K	0.28%	71
2024 Q4	$920K	Sell	24,754 -2,805	-10%	-$103K	0.33%	60
2024 Q3	$959K	Sell	27,559 -14,832	-35%	-$492K	0.41%	53
2024 Q2	$1.36M	Hold	42,391	–	–	1.04%	31
2024 Q1	$1.36M	Sell	42,391 -7,125	-14%	-$214K	1.04%	31
2023 Q4	$1.4M	Buy	+49,516	New	+$1.28M	1.18%	29

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

Holistic Planning's CGGR Position: Q1 2026 in Review

Holistic Planning reduced its Capital Group Growth ETF (CGGR) stake by 8.7% in Q1 2026, selling an estimated $71.3K and leaving 17,363 shares worth $698K. The position accounts for 0.14% of the portfolio, ranked #140.

Holistic Planning first reported a position in CGGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.4M in Q4 2023. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Holistic Planning held 17,363 shares of Capital Group Growth ETF worth $698K as of Q1 2026.
Holistic Planning sold 1,651 Capital Group Growth ETF shares in Q1 2026, an estimated $71.3K.
Capital Group Growth ETF made up 0.14% of Holistic Planning's portfolio in Q1 2026, its #140 holding.
Holistic Planning first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Capital Group Growth ETF position peaked at $1.4M in Q4 2023.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.