MCM
CGGR icon

MAI Capital Management’s Capital Group Growth ETF CGGR Stock Holding History

MAI Capital 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 		$7.47M Buy
185,969
+40,828
+28% +$1.76M 0.04% 329
2025
Q4 		$6.45M Buy
145,141
+21,216
+17% +$937K 0.04% 348
2025
Q3 		$5.44M Buy
123,925
+26,085
+27% +$1.1M 0.03% 345
2025
Q2 		$3.98M Sell
97,840
-26
-0% -$949 0.03% 368
2025
Q1 		$3.35M Buy
97,866
+6,164
+7% +$231K 0.03% 383
2024
Q4 		$3.41M Buy
91,702
+8,907
+11% +$327K 0.03% 388
2024
Q3 		$2.88M Sell
82,795
-6,810
-8% -$226K 0.03% 331
2024
Q2 		$2.95M Buy
89,605
+7,674
+9% +$243K 0.03% 337
2024
Q1 		$2.62M Buy
+81,931
New +$2.46M 0.03% 349

Other funds holding CGGR

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LPL Financial San Diego, California $376B 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 $501B 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