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CGGR icon

&Partners’s Capital Group Growth ETF CGGR Stock Holding History

&Partners’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 		$90.1M Buy
2,239,454
+167,741
+8% +$7.24M 0.45% 40
2025
Q4 		$92.3M Buy
2,071,713
+549,490
+36% +$24.3M 0.48% 32
2025
Q3 		$66.9M Buy
1,522,223
+218,696
+17% +$9.23M 0.43% 42
2025
Q2 		$53M Buy
1,303,527
+283,105
+28% +$10.3M 0.41% 47
2025
Q1 		$35M Buy
1,020,422
+493,371
+94% +$18.5M 0.37% 56
2024
Q4 		$19.6M Buy
527,051
+75,326
+17% +$2.77M 0.24% 95
2024
Q3 		$15.7M Buy
451,725
+6,264
+1% +$208K 0.3% 74
2024
Q2 		$14.7M Buy
445,461
+13,588
+3% +$431K 0.64% 26
2024
Q1 		$13.8M Buy
431,873
+32,295
+8% +$971K 1.9% 8
2023
Q4 		$11.3M Sell
399,578
-17,810
-4% -$460K 2.75% 8
2023
Q3 		$10.2M Sell
417,388
-3,968
-0.9% -$101K 4.77% 4
2023
Q2 		$10.6M Buy
421,356
+5,843
+1% +$136K 4.76% 5
2023
Q1 		$9.37M Buy
415,513
+3,559
+0.9% +$77.3K 4.51% 5
2022
Q4 		$8.21M Buy
411,954
+99,805
+32% +$2.03M 4.08% 4
2022
Q3 		$6.11M Buy
312,149
+55,504
+22% +$1.19M 3.53% 6
2022
Q2 		$5.23M Buy
256,645
+230,378
+877% +$5.19M 3.02% 7
2022
Q1 		$952K Buy
+26,267
New +$655K 0.53% 42

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

&Partners's CGGR Position: Q1 2026 in Review

&Partners increased its Capital Group Growth ETF (CGGR) stake by 8.1% in Q1 2026, buying an estimated $7.24M and bringing the position to 2,239,454 shares worth $90.1M. The position accounts for 0.45% of the portfolio, ranked #40.

&Partners first reported a position in CGGR in Q1 2022 and has held it in 17 quarters since. The position peaked at $92.3M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • &Partners held 2,239,454 shares of Capital Group Growth ETF worth $90.1M as of Q1 2026.
  • &Partners bought 167,741 Capital Group Growth ETF shares in Q1 2026, an estimated $7.24M.
  • Capital Group Growth ETF made up 0.45% of &Partners's portfolio in Q1 2026, its #40 holding.
  • &Partners first reported a position in Capital Group Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • &Partners's Capital Group Growth ETF position peaked at $92.3M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.