Swisher Financial Concepts’s Capital Group Growth ETF CGGR Stock Holding History

Swisher Financial Concepts’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	$7.59M	Sell	188,927 -1,005	-0.5%	-$43.4K	4.25%	8
2025 Q4	$8.45M	Buy	189,932 +8,881	+5%	+$392K	4.8%	6
2025 Q3	$7.95M	Buy	181,051 +13,340	+8%	+$563K	4.77%	6
2025 Q2	$6.82M	Buy	167,711 +22,409	+15%	+$818K	4.4%	7
2025 Q1	$4.98M	Buy	145,302 +137,429	+1,746%	+$5.14M	4.11%	9
2024 Q4	$293K	Sell	7,873 -9,108	-54%	-$335K	0.34%	45
2024 Q3	$584K	Buy	+16,981	New	+$563K	0.37%	47

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 $71.6B AUM 21.08% 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

Swisher Financial Concepts's CGGR Position: Q1 2026 in Review

Swisher Financial Concepts reduced its Capital Group Growth ETF (CGGR) stake by 0.53% in Q1 2026, selling an estimated $43.4K and leaving 188,927 shares worth $7.59M. The position accounts for 4.25% of the portfolio, ranked #8.

Swisher Financial Concepts first reported a position in CGGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.45M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Swisher Financial Concepts held 188,927 shares of Capital Group Growth ETF worth $7.59M as of Q1 2026.
Swisher Financial Concepts sold 1,005 Capital Group Growth ETF shares in Q1 2026, an estimated $43.4K.
Capital Group Growth ETF made up 4.25% of Swisher Financial Concepts's portfolio in Q1 2026, its #8 holding.
Swisher Financial Concepts first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 7 quarters since.
Swisher Financial Concepts's Capital Group Growth ETF position peaked at $8.45M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.