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Medallion Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Medallion Wealth 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 		$309K Buy
7,688
+749
+11% +$32.3K 0.1% 185
2025
Q4 		$309K Buy
6,939
+1,523
+28% +$67.2K 0.1% 184
2025
Q3 		$238K Buy
5,416
+572
+12% +$24.2K 0.08% 208
2025
Q2 		$195K Buy
4,844
+770
+19% +$28.1K 0.08% 231
2025
Q1 		$141K Buy
4,074
+389
+11% +$14.6K 0.06% 252
2024
Q4 		$137K Buy
+3,685
New +$135K 0.07% 243

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

Medallion Wealth Advisors's CGGR Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 11% in Q1 2026, buying an estimated $32.3K and bringing the position to 7,688 shares worth $309K. The position accounts for 0.1% of the portfolio, ranked #185.

Medallion Wealth Advisors first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Medallion Wealth Advisors held 7,688 shares of Capital Group Growth ETF worth $309K as of Q1 2026.
  • Medallion Wealth Advisors bought 749 Capital Group Growth ETF shares in Q1 2026, an estimated $32.3K.
  • Capital Group Growth ETF made up 0.1% of Medallion Wealth Advisors's portfolio in Q1 2026, its #185 holding.
  • Medallion Wealth Advisors first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.