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

Pines 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	$1.34M	Sell	33,227 -776	-2%	-$33.5K	0.43%	61
2025 Q4	$1.51M	Buy	34,003 +48	+0.1%	+$2.12K	0.49%	49
2025 Q3	$1.49M	Sell	33,955 -887	-3%	-$37.5K	0.5%	46
2025 Q2	$1.42M	Buy	34,842 +143	+0.4%	+$5.22K	0.5%	45
2025 Q1	$1.06M	Buy	34,699 +10,617	+44%	+$397K	0.49%	51
2024 Q4	$900K	Buy	+24,082	New	+$885K	0.39%	67

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

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

Pines Wealth Management reduced its Capital Group Growth ETF (CGGR) stake by 2.3% in Q1 2026, selling an estimated $33.5K and leaving 33,227 shares worth $1.34M. The position accounts for 0.43% of the portfolio, ranked #61.

Pines Wealth Management first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.51M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Pines Wealth Management held 33,227 shares of Capital Group Growth ETF worth $1.34M as of Q1 2026.
Pines Wealth Management sold 776 Capital Group Growth ETF shares in Q1 2026, an estimated $33.5K.
Capital Group Growth ETF made up 0.43% of Pines Wealth Management's portfolio in Q1 2026, its #61 holding.
Pines Wealth Management first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
Pines Wealth Management's Capital Group Growth ETF position peaked at $1.51M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.