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TCFG Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

TCFG Wealth Management’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 		$663K Buy
16,492
+2,324
+16% +$100K 0.25% 99
2025
Q4 		$630K Buy
14,168
+1,136
+9% +$50.2K 0.25% 112
2025
Q3 		$572K Buy
13,032
+3,092
+31% +$131K 0.22% 113
2025
Q2 		$404K Buy
+9,940
New +$363K 0.18% 154

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCFG Wealth Management's CGGR Position: Q1 2026 in Review

TCFG Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 16% in Q1 2026, buying an estimated $100K and bringing the position to 16,492 shares worth $663K. The position accounts for 0.25% of the portfolio, ranked #99.

TCFG Wealth Management first reported a position in CGGR in Q2 2025 and has held it in 4 quarters since. 602 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • TCFG Wealth Management held 16,492 shares of Capital Group Growth ETF worth $663K as of Q1 2026.
  • TCFG Wealth Management bought 2,324 Capital Group Growth ETF shares in Q1 2026, an estimated $100K.
  • Capital Group Growth ETF made up 0.25% of TCFG Wealth Management's portfolio in Q1 2026, its #99 holding.
  • TCFG Wealth Management first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 602 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.