MSH Capital Advisors’s Capital Group Growth ETF CGGR Stock Holding History

MSH Capital 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	$1.5M	Sell	37,446 -1,216	-3%	-$52.5K	0.32%	84
2025 Q4	$1.72M	Buy	38,662 +6,639	+21%	+$293K	0.37%	73
2025 Q3	$1.41M	Buy	32,023 +4,437	+16%	+$187K	0.38%	76
2025 Q2	$1.12M	Sell	27,586 -1,592	-5%	-$58.1K	0.32%	84
2025 Q1	$999K	Sell	29,178 -200	-0.7%	-$7.48K	0.31%	91
2024 Q4	$1.09M	Buy	29,378 +1,768	+6%	+$65K	0.34%	77
2024 Q3	$961K	Buy	27,610 +692	+3%	+$22.9K	0.29%	92
2024 Q2	$885K	Buy	26,918 +15,438	+134%	+$490K	0.3%	92
2024 Q1	$367K	Buy	11,480 +4,293	+60%	+$129K	0.13%	157
2023 Q4	$203K	Buy	+7,187	New	+$186K	0.08%	206

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

MSH Capital Advisors's CGGR Position: Q1 2026 in Review

MSH Capital Advisors reduced its Capital Group Growth ETF (CGGR) stake by 3.1% in Q1 2026, selling an estimated $52.5K and leaving 37,446 shares worth $1.5M. The position accounts for 0.32% of the portfolio, ranked #84.

MSH Capital Advisors first reported a position in CGGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.72M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

MSH Capital Advisors held 37,446 shares of Capital Group Growth ETF worth $1.5M as of Q1 2026.
MSH Capital Advisors sold 1,216 Capital Group Growth ETF shares in Q1 2026, an estimated $52.5K.
Capital Group Growth ETF made up 0.32% of MSH Capital Advisors's portfolio in Q1 2026, its #84 holding.
MSH Capital Advisors first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 10 quarters since.
MSH Capital Advisors's Capital Group Growth ETF position peaked at $1.72M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.