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

Modera 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 Q3	$8.62M	Buy	+181,833	New	+$8.47M	0.09%	142

Other funds holding CGGR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Modera Wealth Management's CGGR Position: Q3 2026 in Review

Modera Wealth Management opened a new position in Capital Group Growth ETF (CGGR) in Q3 2026: 181,833 shares worth $8.62M. The stake represents 0.09% of the portfolio and ranks #142 among its holdings.

454 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

Modera Wealth Management held 181,833 shares of Capital Group Growth ETF worth $8.62M as of Q3 2026.
Capital Group Growth ETF was a new Modera Wealth Management position in Q3 2026.
Capital Group Growth ETF made up 0.09% of Modera Wealth Management's portfolio in Q3 2026, its #142 holding.
454 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.