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

ORBA 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	$612K	Hold	15,230	–	–	0.73%	40
2025 Q4	$677K	Hold	15,230	–	–	0.59%	43
2025 Q3	$669K	Hold	15,230	–	–	0.55%	42
2025 Q2	$619K	Hold	15,230	–	–	0.56%	42
2025 Q1	$522K	Hold	15,230	–	–	0.26%	64
2024 Q4	$566K	Hold	15,230	–	–	0.3%	58
2024 Q3	$530K	Hold	15,230	–	–	0.27%	62
2024 Q2	$501K	Buy	15,230 +1,577	+12%	+$50K	0.26%	62
2024 Q1	$437K	Buy	13,653 +182	+1%	+$5.47K	0.24%	65
2023 Q4	$380K	Buy	+13,471	New	+$348K	0.23%	65

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

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

ORBA Wealth Advisors held its Capital Group Growth ETF (CGGR) position steady in Q1 2026 at 15,230 shares worth $612K. The position accounts for 0.73% of the portfolio, ranked #40.

ORBA Wealth Advisors first reported a position in CGGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $677K in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

ORBA Wealth Advisors held 15,230 shares of Capital Group Growth ETF worth $612K as of Q1 2026.
ORBA Wealth Advisors left its Capital Group Growth ETF share count unchanged in Q1 2026.
Capital Group Growth ETF made up 0.73% of ORBA Wealth Advisors's portfolio in Q1 2026, its #40 holding.
ORBA Wealth Advisors first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 10 quarters since.
ORBA Wealth Advisors's Capital Group Growth ETF position peaked at $677K in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.