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SageView Advisory Group’s Capital Group Growth ETF CGGR Stock Holding History

SageView Advisory Group’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 		– Sell
-669
Closed -$29.8K – 910
2025
Q4 		$29.8K Buy
+669
New +$29.5K ﹤0.01% 1292
2024
Q1 		– Sell
-7,956
Closed -$234K – 548
2023
Q4 		$234K Sell
7,956
-349
-4% -$9.02K 0.01% 583
2023
Q3 		$203K Buy
+8,305
New +$211K 0.01% 501

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SageView Advisory Group's CGGR Position: Q1 2026 in Review

SageView Advisory Group sold out of Capital Group Growth ETF (CGGR) in Q1 2026, closing a stake of 669 shares — an estimated $29.8K sold.

SageView Advisory Group first reported a position in CGGR in Q3 2023 and held it in 3 quarters. The position peaked at $234K in Q4 2023. 602 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • SageView Advisory Group reported no remaining Capital Group Growth ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 669 Capital Group Growth ETF shares in Q1 2026, an estimated $29.8K.
  • SageView Advisory Group first reported a position in Capital Group Growth ETF in Q3 2023 and held it in 3 quarters.
  • SageView Advisory Group's Capital Group Growth ETF position peaked at $234K in Q4 2023.
  • 602 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.