IMG Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

IMG Wealth Management’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	$4.11M	Sell	102,305 -29,499	-22%	-$1.27M	2.62%	12
2025 Q4	$5.86M	Buy	131,804 +3,214	+2%	+$142K	3.72%	7
2025 Q3	$5.65M	Buy	128,590 +16,543	+15%	+$698K	3.82%	8
2025 Q2	$4.55M	Buy	112,047 +9,985	+10%	+$364K	3.53%	9
2025 Q1	$3.5M	Buy	102,062 +1,207	+1%	+$45.2K	3.14%	11
2024 Q4	$3.75M	Buy	+100,855	New	+$3.71M	3.47%	10

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

IMG Wealth Management's CGGR Position: Q1 2026 in Review

IMG Wealth Management reduced its Capital Group Growth ETF (CGGR) stake by 22% in Q1 2026, selling an estimated $1.27M and leaving 102,305 shares worth $4.11M. The position accounts for 2.62% of the portfolio, ranked #12.

IMG Wealth Management first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.86M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

IMG Wealth Management held 102,305 shares of Capital Group Growth ETF worth $4.11M as of Q1 2026.
IMG Wealth Management sold 29,499 Capital Group Growth ETF shares in Q1 2026, an estimated $1.27M.
Capital Group Growth ETF made up 2.62% of IMG Wealth Management's portfolio in Q1 2026, its #12 holding.
IMG Wealth Management first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
IMG Wealth Management's Capital Group Growth ETF position peaked at $5.86M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.