Sunbelt Securities’s Capital Group Growth ETF CGGR Stock Holding History

Sunbelt Securities’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	$3.37M	Buy	83,773 +3,137	+4%	+$135K	0.21%	86
2025 Q4	$3.59M	Buy	80,636 +690	+0.9%	+$30.5K	0.24%	79
2025 Q3	$3.51M	Sell	79,946 -357	-0.4%	-$15.1K	0.24%	80
2025 Q2	$2.98M	Buy	80,303 +3,636	+5%	+$133K	0.26%	73
2025 Q1	$2.63M	Sell	76,667 -3,636	-5%	-$136K	0.23%	77
2024 Q4	$3.01M	Sell	80,303 -537	-0.7%	-$19.7K	0.26%	72
2024 Q3	$2.81M	Sell	80,840 -23,343	-22%	-$774K	0.28%	76
2024 Q2	$3.43M	Buy	104,183 +12,070	+13%	+$383K	0.35%	64
2024 Q1	$2.95M	Buy	92,113 +42,832	+87%	+$1.29M	0.33%	66
2023 Q4	$1.39M	Buy	49,281 +18,457	+60%	+$477K	0.18%	131
2023 Q3	$755K	Buy	+30,824	New	+$782K	0.1%	211

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

Sunbelt Securities's CGGR Position: Q1 2026 in Review

Sunbelt Securities increased its Capital Group Growth ETF (CGGR) stake by 3.9% in Q1 2026, buying an estimated $135K and bringing the position to 83,773 shares worth $3.37M. The position accounts for 0.21% of the portfolio, ranked #86.

Sunbelt Securities first reported a position in CGGR in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.59M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Sunbelt Securities held 83,773 shares of Capital Group Growth ETF worth $3.37M as of Q1 2026.
Sunbelt Securities bought 3,137 Capital Group Growth ETF shares in Q1 2026, an estimated $135K.
Capital Group Growth ETF made up 0.21% of Sunbelt Securities's portfolio in Q1 2026, its #86 holding.
Sunbelt Securities first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 11 quarters since.
Sunbelt Securities's Capital Group Growth ETF position peaked at $3.59M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.