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Mark Sheptoff Financial Planning’s Capital Group Growth ETF CGGR Stock Holding History

Mark Sheptoff Financial Planning’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 		$59.8K Buy
1,325
+261
+25% +$11.3K 0.03% 166
2025
Q4 		$47.3K Buy
1,064
+500
+89% +$22.1K 0.02% 200
2025
Q3 		$24.8K Hold
564
– – 0.01% 254
2025
Q2 		$22.9K Hold
564
– – 0.01% 259
2025
Q1 		$19.3K Buy
+564
New +$21.1K 0.01% 251

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

Mark Sheptoff Financial Planning's CGGR Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Capital Group Growth ETF (CGGR) stake by 25% in Q1 2026, buying an estimated $11.3K and bringing the position to 1,325 shares worth $59.8K. The position accounts for 0.03% of the portfolio, ranked #166.

Mark Sheptoff Financial Planning first reported a position in CGGR in Q1 2025 and has held it in 5 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Mark Sheptoff Financial Planning held 1,325 shares of Capital Group Growth ETF worth $59.8K as of Q1 2026.
  • Mark Sheptoff Financial Planning bought 261 Capital Group Growth ETF shares in Q1 2026, an estimated $11.3K.
  • Capital Group Growth ETF made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #166 holding.
  • Mark Sheptoff Financial Planning first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.