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Root Financial Partners’s Capital Group Growth ETF CGGR Stock Holding History

Root Financial Partners’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 		$241K Sell
6,003
-2,445
-29% -$106K 0.01% 297
2025
Q4 		$376K Buy
8,448
+2,948
+54% +$130K 0.02% 197
2025
Q3 		$242K Buy
+5,500
New +$232K 0.01% 244

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

Root Financial Partners's CGGR Position: Q1 2026 in Review

Root Financial Partners reduced its Capital Group Growth ETF (CGGR) stake by 29% in Q1 2026, selling an estimated $106K and leaving 6,003 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #297.

Root Financial Partners first reported a position in CGGR in Q3 2025 and has held it in 3 quarters since. The position peaked at $376K in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Root Financial Partners held 6,003 shares of Capital Group Growth ETF worth $241K as of Q1 2026.
  • Root Financial Partners sold 2,445 Capital Group Growth ETF shares in Q1 2026, an estimated $106K.
  • Capital Group Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #297 holding.
  • Root Financial Partners first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Capital Group Growth ETF position peaked at $376K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.