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Summit Financial’s Capital Group Growth ETF CGGR Stock Holding History

Summit Financial’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 		$5.19M Buy
129,163
+52,614
+69% +$2.27M 0.07% 300
2025
Q4 		$3.4M Sell
76,549
-4,105
-5% -$181K 0.05% 350
2025
Q3 		$3.54M Buy
+80,654
New +$3.41M 0.05% 332

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 $79.5B AUM 27.1% 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

Summit Financial's CGGR Position: Q1 2026 in Review

Summit Financial increased its Capital Group Growth ETF (CGGR) stake by 69% in Q1 2026, buying an estimated $2.27M and bringing the position to 129,163 shares worth $5.19M. The position accounts for 0.07% of the portfolio, ranked #300.

Summit Financial first reported a position in CGGR in Q3 2025 and has held it in 3 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Summit Financial held 129,163 shares of Capital Group Growth ETF worth $5.19M as of Q1 2026.
  • Summit Financial bought 52,614 Capital Group Growth ETF shares in Q1 2026, an estimated $2.27M.
  • Capital Group Growth ETF made up 0.07% of Summit Financial's portfolio in Q1 2026, its #300 holding.
  • Summit Financial first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.