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CGGR icon

M Holdings Securities’s Capital Group Growth ETF CGGR Stock Holding History

M Holdings Securities’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 		$1.16M Buy
27,284
+4,284
+19% +$185K 0.08% 182
2025
Q4 		$1.02M Buy
23,000
+7,906
+52% +$349K 0.07% 187
2025
Q3 		$663K Sell
15,094
-2,419
-14% -$102K 0.14% 67
2025
Q2 		$709K Buy
+17,513
New +$639K 0.12% 115

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 $71.6B AUM 21.08% 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

M Holdings Securities's CGGR Position: Q1 2026 in Review

M Holdings Securities increased its Capital Group Growth ETF (CGGR) stake by 19% in Q1 2026, buying an estimated $185K and bringing the position to 27,284 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #182.

M Holdings Securities first reported a position in CGGR in Q2 2025 and has held it in 4 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • M Holdings Securities held 27,284 shares of Capital Group Growth ETF worth $1.16M as of Q1 2026.
  • M Holdings Securities bought 4,284 Capital Group Growth ETF shares in Q1 2026, an estimated $185K.
  • Capital Group Growth ETF made up 0.08% of M Holdings Securities's portfolio in Q1 2026, its #182 holding.
  • M Holdings Securities first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.