SWMG
CGGR icon

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

Sard Wealth Management 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 		$507K Hold
12,612
– – 0.28% 34
2025
Q4 		$561K Buy
12,612
+12
+0.1% +$530 0.31% 31
2025
Q3 		$553K Hold
12,600
– – 0.32% 30
2025
Q2 		$512K Sell
12,600
-29
-0.2% -$1.06K 0.32% 29
2025
Q1 		$433K Hold
12,629
– – 0.29% 27
2024
Q4 		$469K Buy
12,629
+21
+0.2% +$771 0.32% 26
2024
Q3 		$439K Buy
12,608
+22
+0.2% +$729 0.29% 27
2024
Q2 		$414K Hold
12,586
– – 0.29% 27
2024
Q1 		$403K Sell
12,586
-1,048
-8% -$31.5K 0.36% 27
2023
Q4 		$385K Buy
+13,634
New +$353K 0.39% 27

Other funds holding CGGR

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LPL Financial San Diego, California $376B 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 $501B 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