Strategic Family Wealth Counselors’s Capital Group Growth ETF CGGR Stock Holding History

Strategic Family Wealth Counselors’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	$11.4M	Buy	284,779 +4,289	+2%	+$185K	3.01%	6
2025 Q4	$12.3M	Buy	280,490 +1,503	+0.5%	+$66.4K	2.76%	5
2025 Q3	$12.3M	Buy	278,987 +3,135	+1%	+$132K	3.15%	6
2025 Q2	$11.2M	Buy	275,852 +815	+0.3%	+$29.7K	3.19%	6
2025 Q1	$9.42M	Buy	275,037 +5,318	+2%	+$199K	3.06%	7
2024 Q4	$10M	Buy	269,719 +3,690	+1%	+$136K	3.26%	7
2024 Q3	$9.26M	Sell	266,029 -4,738	-2%	-$157K	3.24%	9
2024 Q2	$8.91M	Buy	270,767 +3,928	+1%	+$125K	3.39%	6
2024 Q1	$8.54M	Buy	266,839 +4,283	+2%	+$129K	3.37%	7
2023 Q4	$7.41M	Buy	262,556 +14,520	+6%	+$375K	3.11%	9
2023 Q3	$6.08M	Buy	248,036 +3,136	+1%	+$79.6K	2.92%	10
2023 Q2	$6.18M	Buy	244,900 +1,435	+0.6%	+$33.4K	2.84%	13
2023 Q1	$5.47M	Buy	243,465 +81,345	+50%	+$1.77M	2.59%	17
2022 Q4	$3.23M	Buy	+162,120	New	+$3.3M	1.6%	23

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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

Strategic Family Wealth Counselors's CGGR Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its Capital Group Growth ETF (CGGR) stake by 1.5% in Q1 2026, buying an estimated $185K and bringing the position to 284,779 shares worth $11.4M. The position accounts for 3.01% of the portfolio, ranked #6.

Strategic Family Wealth Counselors first reported a position in CGGR in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.3M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Strategic Family Wealth Counselors held 284,779 shares of Capital Group Growth ETF worth $11.4M as of Q1 2026.
Strategic Family Wealth Counselors bought 4,289 Capital Group Growth ETF shares in Q1 2026, an estimated $185K.
Capital Group Growth ETF made up 3.01% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #6 holding.
Strategic Family Wealth Counselors first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Family Wealth Counselors's Capital Group Growth ETF position peaked at $12.3M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.