Mason Investment Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

Mason Investment Advisory Services’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	$14.7M	Buy	365,075 +80,771	+28%	+$3.49M	0.68%	11
2025 Q4	$12.6M	Buy	284,304 +27,341	+11%	+$1.21M	0.6%	11
2025 Q3	$11.3M	Buy	256,963 +16,543	+7%	+$698K	0.56%	11
2025 Q2	$9.77M	Buy	240,420 +54,457	+29%	+$1.99M	0.53%	10
2025 Q1	$6.37M	Buy	185,963 +36,675	+25%	+$1.37M	0.38%	11
2024 Q4	$5.55M	Buy	149,288 +106,287	+247%	+$3.9M	0.33%	13
2024 Q3	$1.5M	Buy	43,001 +32,273	+301%	+$1.07M	0.09%	17
2024 Q2	$353K	Buy	+10,728	New	+$340K	0.02%	54

Other funds holding CGGR

LPL Financial San Diego, California $377B AUM 19.32% 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 $5.93B AUM 27.73% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mason Investment Advisory Services's CGGR Position: Q1 2026 in Review

Mason Investment Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 28% in Q1 2026, buying an estimated $3.49M and bringing the position to 365,075 shares worth $14.7M. The position accounts for 0.68% of the portfolio, ranked #11.

Mason Investment Advisory Services first reported a position in CGGR in Q2 2024 and has held it in 8 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Mason Investment Advisory Services held 365,075 shares of Capital Group Growth ETF worth $14.7M as of Q1 2026.
Mason Investment Advisory Services bought 80,771 Capital Group Growth ETF shares in Q1 2026, an estimated $3.49M.
Capital Group Growth ETF made up 0.68% of Mason Investment Advisory Services's portfolio in Q1 2026, its #11 holding.
Mason Investment Advisory Services first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 8 quarters since.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.