Per Stirling Capital Management’s Capital Group Growth ETF CGGR Stock Holding History

Per Stirling Capital Management’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	$12.7M	Sell	315,740 -223,933	-41%	-$9.67M	1.4%	19
2025 Q4	$24M	Sell	539,673 -5,910	-1%	-$261K	2.69%	5
2025 Q3	$24M	Buy	545,583 +106,262	+24%	+$4.49M	2.87%	5
2025 Q2	$17.9M	Buy	439,321 +182,058	+71%	+$6.64M	2.33%	6
2025 Q1	$8.81M	Sell	257,263 -2,315	-0.9%	-$86.6K	1.27%	18
2024 Q4	$9.65M	Buy	259,578 +1,020	+0.4%	+$37.5K	1.37%	16
2024 Q3	$9M	Buy	258,558 +160,260	+163%	+$5.31M	1.25%	17
2024 Q2	$3.23M	Sell	98,298 -2,114	-2%	-$67.1K	0.52%	47
2024 Q1	$3.21M	Buy	100,412 +32,106	+47%	+$965K	0.54%	44
2023 Q4	$1.93M	Buy	+68,306	New	+$1.77M	0.35%	55

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

Per Stirling Capital Management's CGGR Position: Q1 2026 in Review

Per Stirling Capital Management reduced its Capital Group Growth ETF (CGGR) stake by 41% in Q1 2026, selling an estimated $9.67M and leaving 315,740 shares worth $12.7M. The position accounts for 1.4% of the portfolio, ranked #19.

Per Stirling Capital Management first reported a position in CGGR in Q4 2023 and has held it in 10 quarters since. The position peaked at $24M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Per Stirling Capital Management held 315,740 shares of Capital Group Growth ETF worth $12.7M as of Q1 2026.
Per Stirling Capital Management sold 223,933 Capital Group Growth ETF shares in Q1 2026, an estimated $9.67M.
Capital Group Growth ETF made up 1.4% of Per Stirling Capital Management's portfolio in Q1 2026, its #19 holding.
Per Stirling Capital Management first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 10 quarters since.
Per Stirling Capital Management's Capital Group Growth ETF position peaked at $24M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.