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Souders Financial Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Souders Financial Advisors’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 		$15.4M Buy
384,130
+29,065
+8% +$1.25M 1.76% 15
2025
Q4 		$15.8M Buy
355,065
+6,663
+2% +$294K 1.81% 15
2025
Q3 		$15.3M Sell
348,402
-16,116
-4% -$680K 1.82% 15
2025
Q2 		$14.8M Buy
364,518
+33,244
+10% +$1.21M 1.89% 16
2025
Q1 		$11.3M Buy
331,274
+62,241
+23% +$2.33M 1.58% 17
2024
Q4 		$10M Buy
269,033
+48,633
+22% +$1.79M 1.4% 19
2024
Q3 		$7.67M Buy
220,400
+464
+0.2% +$15.4K 1.07% 23
2024
Q2 		$7.23M Buy
219,936
+6,460
+3% +$205K 1.09% 25
2024
Q1 		$6.83M Sell
213,476
-1,356
-0.6% -$40.8K 1.08% 25
2023
Q4 		$6.06M Buy
214,832
+7,188
+3% +$186K 1.04% 24
2023
Q3 		$5.09M Sell
207,644
-5,479
-3% -$139K 0.98% 27
2023
Q2 		$5.38M Sell
213,123
-58,254
-21% -$1.36M 1.03% 27
2023
Q1 		$6.1M Sell
271,377
-1,964
-0.7% -$42.6K 1.29% 20
2022
Q4 		$5.45M Buy
273,341
+3,951
+1% +$80.4K 1.25% 23
2022
Q3 		$5.26M Buy
+269,390
New +$5.76M 1.43% 17

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 $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

Souders Financial Advisors's CGGR Position: Q1 2026 in Review

Souders Financial Advisors increased its Capital Group Growth ETF (CGGR) stake by 8.2% in Q1 2026, buying an estimated $1.25M and bringing the position to 384,130 shares worth $15.4M. The position accounts for 1.76% of the portfolio, ranked #15.

Souders Financial Advisors first reported a position in CGGR in Q3 2022 and has held it in 15 quarters since. The position peaked at $15.8M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Souders Financial Advisors held 384,130 shares of Capital Group Growth ETF worth $15.4M as of Q1 2026.
  • Souders Financial Advisors bought 29,065 Capital Group Growth ETF shares in Q1 2026, an estimated $1.25M.
  • Capital Group Growth ETF made up 1.76% of Souders Financial Advisors's portfolio in Q1 2026, its #15 holding.
  • Souders Financial Advisors first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • Souders Financial Advisors's Capital Group Growth ETF position peaked at $15.8M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.