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

Signature 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 		$752K Buy
18,723
+2,374
+15% +$103K 0.29% 78
2025
Q4 		$727K Hold
16,349
– – 0.3% 72
2025
Q3 		$718K Buy
16,349
+10
+0.1% +$422 0.28% 75
2025
Q2 		$664K Buy
16,339
+367
+2% +$13.4K 0.26% 77
2025
Q1 		$547K Sell
15,972
-664
-4% -$24.8K 0.21% 86
2024
Q4 		$618K Buy
16,636
+43
+0.3% +$1.58K 0.25% 81
2024
Q3 		$577K Sell
16,593
-409
-2% -$13.6K 0.23% 80
2024
Q2 		$559K Sell
17,002
-123
-0.7% -$3.9K 0.24% 81
2024
Q1 		$514K Sell
17,125
-220
-1% -$6.62K 0.23% 82
2023
Q4 		$490K Buy
+17,345
New +$448K 0.23% 82
2023
Q2 		$544K Sell
21,566
-272
-1% -$6.33K 0.25% 80
2023
Q1 		$490K Sell
21,838
-573
-3% -$12.4K 0.23% 80
2022
Q4 		$447K Buy
22,411
+6,436
+40% +$131K 0.22% 76
2022
Q3 		$312K Sell
15,975
-814
-5% -$17.4K 0.16% 79
2022
Q2 		$335K Buy
+16,789
New +$378K 0.16% 76

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 22.96% 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

Signature Wealth Management Group's CGGR Position: Q1 2026 in Review

Signature Wealth Management Group increased its Capital Group Growth ETF (CGGR) stake by 15% in Q1 2026, buying an estimated $103K and bringing the position to 18,723 shares worth $752K. The position accounts for 0.29% of the portfolio, ranked #78.

Signature Wealth Management Group first reported a position in CGGR in Q2 2022 and has held it in 15 quarters since. 602 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Signature Wealth Management Group held 18,723 shares of Capital Group Growth ETF worth $752K as of Q1 2026.
  • Signature Wealth Management Group bought 2,374 Capital Group Growth ETF shares in Q1 2026, an estimated $103K.
  • Capital Group Growth ETF made up 0.29% of Signature Wealth Management Group's portfolio in Q1 2026, its #78 holding.
  • Signature Wealth Management Group first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 15 quarters since.
  • 602 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.