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

Semus 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 		$337K Hold
8,388
– – 0.19% 79
2025
Q4 		$373K Buy
+8,388
New +$370K 0.2% 74
2024
Q1 		– Sell
-35,707
Closed -$1.01M – 130
2023
Q4 		$1.01M Buy
35,707
+6,430
+22% +$166K 0.83% 25
2023
Q3 		$717K Buy
+29,277
New +$743K 0.67% 34

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 $424B AUM 22.94% 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 $79.5B AUM 27.1% 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

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

Semus Wealth Partners held its Capital Group Growth ETF (CGGR) position steady in Q1 2026 at 8,388 shares worth $337K. The position accounts for 0.19% of the portfolio, ranked #79.

Semus Wealth Partners first reported a position in CGGR in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2023. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Semus Wealth Partners held 8,388 shares of Capital Group Growth ETF worth $337K as of Q1 2026.
  • Semus Wealth Partners left its Capital Group Growth ETF share count unchanged in Q1 2026.
  • Capital Group Growth ETF made up 0.19% of Semus Wealth Partners's portfolio in Q1 2026, its #79 holding.
  • Semus Wealth Partners first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 4 quarters since.
  • Semus Wealth Partners's Capital Group Growth ETF position peaked at $1.01M in Q4 2023.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

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