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Lifeworks Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Lifeworks Advisors’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 		– Sell
-35,481
Closed -$1.58M – 303
2025
Q4 		$1.58M Buy
35,481
+7,781
+28% +$344K 0.2% 106
2025
Q3 		$1.22M Sell
27,700
-106
-0.4% -$4.48K 0.16% 124
2025
Q2 		$1.13M Buy
27,806
+401
+1% +$14.6K 0.17% 116
2025
Q1 		$939K Buy
+27,405
New +$1.03M 0.16% 132

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

Lifeworks Advisors's CGGR Position: Q1 2026 in Review

Lifeworks Advisors sold out of Capital Group Growth ETF (CGGR) in Q1 2026, closing a stake of 35,481 shares — an estimated $1.58M sold.

Lifeworks Advisors first reported a position in CGGR in Q1 2025 and held it in 4 quarters. The position peaked at $1.58M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Lifeworks Advisors reported no remaining Capital Group Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 35,481 Capital Group Growth ETF shares in Q1 2026, an estimated $1.58M.
  • Lifeworks Advisors first reported a position in Capital Group Growth ETF in Q1 2025 and held it in 4 quarters.
  • Lifeworks Advisors's Capital Group Growth ETF position peaked at $1.58M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.