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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
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
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

Perigon Wealth Management's CGGR Position: Q1 2026 in Review

Perigon Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 12% in Q1 2026, buying an estimated $47.3K and bringing the position to 10,404 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #886.

Perigon Wealth Management first reported a position in CGGR in Q3 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Perigon Wealth Management held 10,404 shares of Capital Group Growth ETF worth $418K as of Q1 2026.
  • Perigon Wealth Management bought 1,095 Capital Group Growth ETF shares in Q1 2026, an estimated $47.3K.
  • Capital Group Growth ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #886 holding.
  • Perigon Wealth Management first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.