Oppenheimer & Co’s Capital Group Growth ETF CGGR Stock Holding History

Oppenheimer & Co’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	$13.1M	Buy	326,090 +50,925	+19%	+$2.2M	0.16%	135
2025 Q4	$12.2M	Buy	275,165 +102,021	+59%	+$4.5M	0.17%	125
2025 Q3	$7.6M	Buy	173,144 +8,420	+5%	+$356K	0.09%	230
2025 Q2	$6.7M	Buy	164,724 +25,151	+18%	+$918K	0.09%	244
2025 Q1	$4.78M	Buy	139,573 +19,978	+17%	+$748K	0.07%	301
2024 Q4	$4.45M	Buy	119,595 +12,251	+11%	+$450K	0.07%	317
2024 Q3	$3.73M	Buy	107,344 +72,154	+205%	+$2.39M	0.06%	358
2024 Q2	$1.16M	Buy	35,190 +12,086	+52%	+$383K	0.02%	716
2024 Q1	$739K	Buy	23,104 +5,735	+33%	+$172K	0.01%	852
2023 Q4	$490K	Buy	17,369 +2,532	+17%	+$65.5K	0.01%	970
2023 Q3	$364K	Buy	14,837 +4,752	+47%	+$121K	0.01%	1066
2023 Q2	$254K	Buy	+10,085	New	+$235K	0.01%	1215
2023 Q1	–	Sell	-43,397	Closed	-$865K	–	1391
2022 Q4	$865K	Buy	+43,397	New	+$883K	0.02%	727

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 $79.5B AUM 27.1% 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

Oppenheimer & Co's CGGR Position: Q1 2026 in Review

Oppenheimer & Co increased its Capital Group Growth ETF (CGGR) stake by 19% in Q1 2026, buying an estimated $2.2M and bringing the position to 326,090 shares worth $13.1M. The position accounts for 0.16% of the portfolio, ranked #135.

Oppenheimer & Co first reported a position in CGGR in Q4 2022 and has held it in 13 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Oppenheimer & Co held 326,090 shares of Capital Group Growth ETF worth $13.1M as of Q1 2026.
Oppenheimer & Co bought 50,925 Capital Group Growth ETF shares in Q1 2026, an estimated $2.2M.
Capital Group Growth ETF made up 0.16% of Oppenheimer & Co's portfolio in Q1 2026, its #135 holding.
Oppenheimer & Co first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 13 quarters since.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.