Perigon Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Perigon Wealth 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 Q3	$625K	Buy	13,176 +2,087	+19%	+$97.2K	0.01%	787
2026 Q2	$523K	Buy	11,089 +685	+7%	+$31K	0.01%	878
2026 Q1	$418K	Buy	10,404 +1,095	+12%	+$47.3K	0.01%	886
2025 Q4	$414K	Buy	9,309 +1,551	+20%	+$68.5K	0.01%	871
2025 Q3	$341K	Buy	7,758 +861	+12%	+$36.4K	0.01%	899
2025 Q2	$280K	Buy	6,897 +126	+2%	+$4.6K	0.01%	859
2025 Q1	$232K	Buy	6,771 +178	+3%	+$6.66K	0.01%	910
2024 Q4	$251K	Buy	6,593 +154	+2%	+$5.66K	0.01%	885
2024 Q3	$224K	Buy	+6,439	New	+$213K	0.01%	898

Other funds holding CGGR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Perigon Wealth Management's CGGR Position: Q3 2026 in Review

Perigon Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 19% in Q3 2026, buying an estimated $97.2K and bringing the position to 13,176 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #787.

Perigon Wealth Management first reported a position in CGGR in Q3 2024 and has held it in 9 quarters since. 523 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

Perigon Wealth Management held 13,176 shares of Capital Group Growth ETF worth $625K as of Q3 2026.
Perigon Wealth Management bought 2,087 Capital Group Growth ETF shares in Q3 2026, an estimated $97.2K.
Capital Group Growth ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #787 holding.
Perigon Wealth Management first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 9 quarters since.
523 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.