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Investmark Advisory Group’s Capital Group Growth ETF CGGR Stock Holding History

Investmark 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 		$8.08M Sell
201,051
-6,998
-3% -$302K 3.46% 5
2025
Q4 		$9.25M Sell
208,049
-2,166
-1% -$95.6K 3.94% 4
2025
Q3 		$9.23M Sell
210,215
-6,177
-3% -$261K 4% 4
2025
Q2 		$8.8M Sell
216,392
-23,661
-10% -$863K 4.12% 4
2025
Q1 		$8.22M Buy
240,053
+4,445
+2% +$166K 4.06% 5
2024
Q4 		$8.76M Sell
235,608
-579
-0.2% -$21.3K 4.29% 5
2024
Q3 		$8.22M Buy
236,187
+5,947
+3% +$197K 3.99% 4
2024
Q2 		$7.57M Buy
230,240
+18,385
+9% +$583K 4.04% 5
2024
Q1 		$6.78M Buy
211,855
+3,841
+2% +$115K 3.72% 5
2023
Q4 		$5.87M Buy
208,014
+19,862
+11% +$514K 3.44% 5
2023
Q3 		$4.61M Buy
188,152
+20,341
+12% +$516K 3.12% 5
2023
Q2 		$4.23M Buy
167,811
+16,617
+11% +$387K 2.82% 5
2023
Q1 		$3.4M Buy
151,194
+33,550
+29% +$728K 2.49% 11
2022
Q4 		$2.35M Buy
117,644
+28,834
+32% +$587K 1.74% 16
2022
Q3 		$1.73M Buy
88,810
+45,421
+105% +$970K 1.56% 20
2022
Q2 		$866K Buy
43,389
+12,662
+41% +$285K 0.86% 25
2022
Q1 		$803K Buy
+30,727
New +$767K 0.83% 28

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 $79.5B AUM 27.1% 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

Investmark Advisory Group's CGGR Position: Q1 2026 in Review

Investmark Advisory Group reduced its Capital Group Growth ETF (CGGR) stake by 3.4% in Q1 2026, selling an estimated $302K and leaving 201,051 shares worth $8.08M. The position accounts for 3.46% of the portfolio, ranked #5.

Investmark Advisory Group first reported a position in CGGR in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.25M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Investmark Advisory Group held 201,051 shares of Capital Group Growth ETF worth $8.08M as of Q1 2026.
  • Investmark Advisory Group sold 6,998 Capital Group Growth ETF shares in Q1 2026, an estimated $302K.
  • Capital Group Growth ETF made up 3.46% of Investmark Advisory Group's portfolio in Q1 2026, its #5 holding.
  • Investmark Advisory Group first reported a position in Capital Group Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Investmark Advisory Group's Capital Group Growth ETF position peaked at $9.25M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.