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CGGR icon

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

NewEdge 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 		$60.7M Buy
1,509,552
+49,640
+3% +$2.14M 0.22% 84
2025
Q4 		$64.9M Buy
1,459,912
+151,771
+12% +$6.7M 0.24% 81
2025
Q3 		$57.5M Buy
1,308,141
+87,821
+7% +$3.71M 0.26% 72
2025
Q2 		$49.6M Sell
1,220,320
-148,602
-11% -$5.42M 0.26% 79
2025
Q1 		$46.9M Buy
1,368,922
+110,833
+9% +$4.15M 0.28% 73
2024
Q4 		$46.8M Buy
1,258,089
+117,633
+10% +$4.32M 0.28% 66
2024
Q3 		$39.7M Buy
1,140,456
+173,318
+18% +$5.74M 0.26% 88
2024
Q2 		$31.8M Buy
967,138
+237,601
+33% +$7.54M 0.23% 97
2024
Q1 		$23.3M Buy
729,537
+122,195
+20% +$3.67M 0.2% 110
2023
Q4 		$17.2M Buy
607,342
+58,845
+11% +$1.52M 0.16% 133
2023
Q3 		$13.4M Buy
548,497
+9,410
+2% +$239K 0.15% 146
2023
Q2 		$13.6M Buy
539,087
+23,018
+4% +$536K 0.15% 142
2023
Q1 		$11.6M Buy
516,069
+69,429
+16% +$1.51M 0.14% 152
2022
Q4 		$508K Buy
446,640
+145,792
+48% +$2.97M 0.01% 776
2022
Q3 		$5.87M Buy
300,848
+157,832
+110% +$3.37M 0.1% 212
2022
Q2 		$2.85M Buy
+143,016
New +$3.22M 0.05% 353

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

NewEdge Advisors's CGGR Position: Q1 2026 in Review

NewEdge Advisors increased its Capital Group Growth ETF (CGGR) stake by 3.4% in Q1 2026, buying an estimated $2.14M and bringing the position to 1,509,552 shares worth $60.7M. The position accounts for 0.22% of the portfolio, ranked #84.

NewEdge Advisors first reported a position in CGGR in Q2 2022 and has held it in 16 quarters since. The position peaked at $64.9M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • NewEdge Advisors held 1,509,552 shares of Capital Group Growth ETF worth $60.7M as of Q1 2026.
  • NewEdge Advisors bought 49,640 Capital Group Growth ETF shares in Q1 2026, an estimated $2.14M.
  • Capital Group Growth ETF made up 0.22% of NewEdge Advisors's portfolio in Q1 2026, its #84 holding.
  • NewEdge Advisors first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • NewEdge Advisors's Capital Group Growth ETF position peaked at $64.9M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.