Sagespring Wealth Partners’s Capital Group Growth ETF CGGR Stock Holding History

Sagespring Wealth 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	$8.66M	Sell	215,577 -422,467	-66%	-$18.2M	0.16%	83
2025 Q4	$28.4M	Buy	638,044 +28,360	+5%	+$1.25M	0.52%	35
2025 Q3	$26.8M	Buy	609,684 +31,972	+6%	+$1.35M	0.52%	37
2025 Q2	$23.5M	Buy	577,712 +443,549	+331%	+$16.2M	0.51%	38
2025 Q1	$4.6M	Buy	134,163 +28,328	+27%	+$1.06M	0.12%	96
2024 Q4	$3.93M	Buy	+105,835	New	+$3.89M	0.1%	95

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

Sagespring Wealth Partners's CGGR Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Capital Group Growth ETF (CGGR) stake by 66% in Q1 2026, selling an estimated $18.2M and leaving 215,577 shares worth $8.66M. The position accounts for 0.16% of the portfolio, ranked #83.

Sagespring Wealth Partners first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $28.4M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Sagespring Wealth Partners held 215,577 shares of Capital Group Growth ETF worth $8.66M as of Q1 2026.
Sagespring Wealth Partners sold 422,467 Capital Group Growth ETF shares in Q1 2026, an estimated $18.2M.
Capital Group Growth ETF made up 0.16% of Sagespring Wealth Partners's portfolio in Q1 2026, its #83 holding.
Sagespring Wealth Partners first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Capital Group Growth ETF position peaked at $28.4M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.