Opal Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Opal Wealth 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	$28.7K	Buy	+715	New	+$30.9K	0.01%	516

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

Opal Wealth Advisors's CGGR Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Capital Group Growth ETF (CGGR) in Q1 2026: 715 shares worth $28.7K. The stake represents 0.01% of the portfolio and ranks #516 among its holdings.

601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Opal Wealth Advisors held 715 shares of Capital Group Growth ETF worth $28.7K as of Q1 2026.
Capital Group Growth ETF was a new Opal Wealth Advisors position in Q1 2026.
Capital Group Growth ETF made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #516 holding.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.