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SOL Capital Management’s Capital Group Growth ETF CGGR Stock Holding History

SOL Capital 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 		– Sell
-635,354
Closed -$28.3M – 93
2025
Q4 		$28.3M Sell
635,354
-42,963
-6% -$1.9M 2.54% 2
2025
Q3 		$29.8M Buy
678,317
+10,252
+2% +$433K 2.67% 3
2025
Q2 		$27.2M Buy
668,065
+9,280
+1% +$339K 2.63% 3
2025
Q1 		$22.6M Buy
658,785
+196,431
+42% +$7.35M 2.49% 4
2024
Q4 		$17.2M Buy
462,354
+160,025
+53% +$5.88M 1.91% 10
2024
Q3 		$10.5M Buy
302,329
+137,284
+83% +$4.55M 1.17% 20
2024
Q2 		$5.43M Buy
165,045
+102,044
+162% +$3.24M 0.65% 39
2024
Q1 		$2.02M Buy
63,001
+34,933
+124% +$1.05M 0.25% 107
2023
Q4 		$792K Buy
28,068
+8,480
+43% +$219K 0.11% 176
2023
Q3 		$480K Buy
19,588
+290
+2% +$7.36K 0.07% 211
2023
Q2 		$487K Buy
19,298
+4,668
+32% +$109K 0.07% 204
2023
Q1 		$329K Buy
+14,630
New +$318K 0.05% 237

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

SOL Capital Management's CGGR Position: Q1 2026 in Review

SOL Capital Management sold out of Capital Group Growth ETF (CGGR) in Q1 2026, closing a stake of 635,354 shares — an estimated $28.3M sold.

SOL Capital Management first reported a position in CGGR in Q1 2023 and held it in 12 quarters. The position peaked at $29.8M in Q3 2025. 602 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • SOL Capital Management reported no remaining Capital Group Growth ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 635,354 Capital Group Growth ETF shares in Q1 2026, an estimated $28.3M.
  • SOL Capital Management first reported a position in Capital Group Growth ETF in Q1 2023 and held it in 12 quarters.
  • SOL Capital Management's Capital Group Growth ETF position peaked at $29.8M in Q3 2025.
  • 602 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.