Meridian Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Meridian Wealth 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	$3.3M	Buy	82,084 +1,712	+2%	+$73.9K	0.12%	170
2025 Q4	$3.57M	Buy	80,372 +1,114	+1%	+$49.2K	0.13%	150
2025 Q3	$3.48M	Buy	79,258 +6,483	+9%	+$274K	0.13%	148
2025 Q2	$2.96M	Buy	72,775 +261	+0.4%	+$9.52K	0.13%	164
2025 Q1	$2.48M	Sell	72,514 -185	-0.3%	-$6.92K	0.12%	166
2024 Q4	$2.7M	Buy	72,699 +332	+0.5%	+$12.2K	0.13%	160
2024 Q3	$2.52M	Buy	72,367 +8,428	+13%	+$279K	0.12%	165
2024 Q2	$2.1M	Buy	+63,939	New	+$2.03M	0.25%	76
2024 Q1	–	Sell	-49,053	Closed	-$1.38M	–	240
2023 Q4	$1.38M	Buy	49,053 +591	+1%	+$15.3K	0.09%	213
2023 Q3	$1.19M	Buy	48,462 +56	+0.1%	+$1.42K	0.07%	214
2023 Q2	$1.22M	Buy	48,406 +7,945	+20%	+$185K	0.1%	167
2023 Q1	$909K	Buy	+40,461	New	+$879K	0.08%	220

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 $71.6B AUM 21.08% 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

Meridian Wealth Management's CGGR Position: Q1 2026 in Review

Meridian Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 2.1% in Q1 2026, buying an estimated $73.9K and bringing the position to 82,084 shares worth $3.3M. The position accounts for 0.12% of the portfolio, ranked #170.

Meridian Wealth Management first reported a position in CGGR in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.57M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Meridian Wealth Management held 82,084 shares of Capital Group Growth ETF worth $3.3M as of Q1 2026.
Meridian Wealth Management bought 1,712 Capital Group Growth ETF shares in Q1 2026, an estimated $73.9K.
Capital Group Growth ETF made up 0.12% of Meridian Wealth Management's portfolio in Q1 2026, its #170 holding.
Meridian Wealth Management first reported a position in Capital Group Growth ETF in Q1 2023 and has held it in 12 quarters since.
Meridian Wealth Management's Capital Group Growth ETF position peaked at $3.57M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.