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

Mutual 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 		$20.6M Buy
513,200
+99,640
+24% +$4.3M 0.44% 36
2025
Q4 		$18.4M Buy
413,560
+19,680
+5% +$869K 0.39% 32
2025
Q3 		$17.6M Buy
393,880
+161,470
+69% +$6.82M 0.39% 36
2025
Q2 		$9.69M Buy
232,410
+66,207
+40% +$2.42M 0.24% 77
2025
Q1 		$5.77M Buy
166,203
+100,174
+152% +$3.75M 0.17% 128
2024
Q4 		$2.51M Sell
66,029
-14,722
-18% -$541K 0.07% 231
2024
Q3 		$2.86M Sell
80,751
-23,473
-23% -$778K 0.08% 217
2024
Q2 		$3.37M Buy
104,224
+61,676
+145% +$1.96M 0.1% 186
2024
Q1 		$1.36M Sell
42,548
-62,457
-59% -$1.88M 0.04% 378
2023
Q4 		$2.96M Buy
105,005
+30,600
+41% +$791K 0.1% 193
2023
Q3 		$1.82M Buy
74,405
+45,424
+157% +$1.15M 0.07% 277
2023
Q2 		$731K Buy
28,981
+7,239
+33% +$169K 0.03% 528
2023
Q1 		$488K Sell
21,742
-1,316
-6% -$28.6K 0.02% 631
2022
Q4 		$460K Buy
23,058
+10,856
+89% +$221K 0.02% 617
2022
Q3 		$238K Buy
+12,202
New +$261K 0.01% 782

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 $71.6B AUM 21.08% 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

Mutual Advisors's CGGR Position: Q1 2026 in Review

Mutual Advisors increased its Capital Group Growth ETF (CGGR) stake by 24% in Q1 2026, buying an estimated $4.3M and bringing the position to 513,200 shares worth $20.6M. The position accounts for 0.44% of the portfolio, ranked #36.

Mutual Advisors first reported a position in CGGR in Q3 2022 and has held it in 15 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Mutual Advisors held 513,200 shares of Capital Group Growth ETF worth $20.6M as of Q1 2026.
  • Mutual Advisors bought 99,640 Capital Group Growth ETF shares in Q1 2026, an estimated $4.3M.
  • Capital Group Growth ETF made up 0.44% of Mutual Advisors's portfolio in Q1 2026, its #36 holding.
  • Mutual Advisors first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.