Smartleaf Asset Management’s Capital Group Growth ETF CGGR Stock Holding History

Smartleaf Asset Management’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	$9.52M	Buy	245,679 +24,816	+11%	+$1.07M	0.34%	56
2025 Q4	$9.89M	Buy	220,863 +20,645	+10%	+$912K	0.38%	50
2025 Q3	$8.79M	Buy	200,218 +19,113	+11%	+$807K	0.54%	31
2025 Q2	$7.33M	Buy	181,105 +19,494	+12%	+$711K	0.65%	28
2025 Q1	$5.54M	Buy	161,611 +15,227	+10%	+$570K	0.53%	36
2024 Q4	$5.48M	Buy	146,384 +15,564	+12%	+$572K	0.56%	28
2024 Q3	$4.54M	Buy	+130,820	New	+$4.34M	0.55%	31

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

Smartleaf Asset Management's CGGR Position: Q1 2026 in Review

Smartleaf Asset Management increased its Capital Group Growth ETF (CGGR) stake by 11% in Q1 2026, buying an estimated $1.07M and bringing the position to 245,679 shares worth $9.52M. The position accounts for 0.34% of the portfolio, ranked #56.

Smartleaf Asset Management first reported a position in CGGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.89M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Smartleaf Asset Management held 245,679 shares of Capital Group Growth ETF worth $9.52M as of Q1 2026.
Smartleaf Asset Management bought 24,816 Capital Group Growth ETF shares in Q1 2026, an estimated $1.07M.
Capital Group Growth ETF made up 0.34% of Smartleaf Asset Management's portfolio in Q1 2026, its #56 holding.
Smartleaf Asset Management first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 7 quarters since.
Smartleaf Asset Management's Capital Group Growth ETF position peaked at $9.89M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.