Jim Simons’s Capital Group Growth ETF CGGR Stock Holding History

Jim Simons’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	$2.22M	Buy	55,200 +46,200	+513%	+$1.99M	﹤0.01%	1846
2025 Q4	$400K	Sell	9,000 -12,400	-58%	-$547K	﹤0.01%	2661
2025 Q3	$940K	Sell	21,400 -44,100	-67%	-$1.86M	﹤0.01%	2513
2025 Q2	$2.66M	Buy	+65,500	New	+$2.39M	﹤0.01%	1928
2025 Q1	–	Sell	-81,000	Closed	-$3.01M	–	3505
2024 Q4	$3.01M	Buy	81,000 +55,000	+212%	+$2.02M	﹤0.01%	1769
2024 Q3	$905K	Sell	26,000 -14,000	-35%	-$464K	﹤0.01%	2501
2024 Q2	$1.32M	Sell	40,000 -29,400	-42%	-$933K	﹤0.01%	2160
2024 Q1	$2.22M	Sell	69,400 -43,900	-39%	-$1.32M	﹤0.01%	1966
2023 Q4	$3.2M	Buy	113,300 +75,700	+201%	+$1.96M	﹤0.01%	1643
2023 Q3	$921K	Buy	37,600 +22,400	+147%	+$569K	﹤0.01%	2362
2023 Q2	$383K	Buy	15,200 +1,300	+9%	+$30.3K	﹤0.01%	3011
2023 Q1	$312K	Buy	+13,900	New	+$302K	﹤0.01%	3100
2022 Q4	–	Sell	-56,600	Closed	-$1.1M	–	4136
2022 Q3	$1.1M	Buy	+56,600	New	+$1.21M	﹤0.01%	2428

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 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 $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jim Simons's CGGR Position: Q1 2026 in Review

Jim Simons increased its Capital Group Growth ETF (CGGR) stake by 513% in Q1 2026, buying an estimated $1.99M and bringing the position to 55,200 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Jim Simons first reported a position in CGGR in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.2M in Q4 2023. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Jim Simons held 55,200 shares of Capital Group Growth ETF worth $2.22M as of Q1 2026.
Jim Simons bought 46,200 Capital Group Growth ETF shares in Q1 2026, an estimated $1.99M.
Capital Group Growth ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1846 holding.
Jim Simons first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 13 quarters since.
Jim Simons's Capital Group Growth ETF position peaked at $3.2M in Q4 2023.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.