Perennial Investment Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Perennial Investment 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	$5.92M	Buy	147,271 +4,951	+3%	+$214K	0.47%	44
2025 Q4	$6.33M	Buy	142,320 +19,541	+16%	+$863K	0.5%	41
2025 Q3	$5.39M	Buy	122,779 +12,148	+11%	+$513K	0.44%	46
2025 Q2	$4.5M	Buy	110,631 +25,835	+30%	+$943K	0.43%	48
2025 Q1	$2.9M	Buy	84,796 +65,157	+332%	+$2.44M	0.33%	62
2024 Q4	$730K	Buy	+19,639	New	+$721K	0.09%	182

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

Perennial Investment Advisors's CGGR Position: Q1 2026 in Review

Perennial Investment Advisors increased its Capital Group Growth ETF (CGGR) stake by 3.5% in Q1 2026, buying an estimated $214K and bringing the position to 147,271 shares worth $5.92M. The position accounts for 0.47% of the portfolio, ranked #44.

Perennial Investment Advisors first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.33M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Perennial Investment Advisors held 147,271 shares of Capital Group Growth ETF worth $5.92M as of Q1 2026.
Perennial Investment Advisors bought 4,951 Capital Group Growth ETF shares in Q1 2026, an estimated $214K.
Capital Group Growth ETF made up 0.47% of Perennial Investment Advisors's portfolio in Q1 2026, its #44 holding.
Perennial Investment Advisors first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
Perennial Investment Advisors's Capital Group Growth ETF position peaked at $6.33M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.