Thoroughbred Financial Services’s Capital Group Growth ETF CGGR Stock Holding History

Thoroughbred Financial Services’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	$10.4M	Buy	259,971 +22,809	+10%	+$985K	0.62%	35
2025 Q4	$10.5M	Buy	237,162 +30,043	+15%	+$1.33M	0.62%	34
2025 Q3	$9.1M	Buy	207,119 +41,509	+25%	+$1.75M	0.56%	37
2025 Q2	$6.73M	Buy	165,610 +38,727	+31%	+$1.41M	0.47%	45
2025 Q1	$4.34M	Buy	126,883 +44,082	+53%	+$1.65M	0.27%	77
2024 Q4	$3.08M	Buy	82,801 +67,134	+429%	+$2.47M	0.19%	106
2024 Q3	$545K	Sell	15,667 -856	-5%	-$28.4K	0.04%	375
2024 Q2	$543K	Buy	16,523 +7,796	+89%	+$247K	0.04%	369
2024 Q1	$279K	Hold	8,727	–	–	0.03%	383
2023 Q4	$246K	Hold	8,727	–	–	0.02%	517
2023 Q3	$213K	Buy	8,727 +757	+9%	+$19.2K	0.02%	529
2023 Q2	$201K	Buy	+7,970	New	+$186K	0.03%	407

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

Thoroughbred Financial Services's CGGR Position: Q1 2026 in Review

Thoroughbred Financial Services increased its Capital Group Growth ETF (CGGR) stake by 9.6% in Q1 2026, buying an estimated $985K and bringing the position to 259,971 shares worth $10.4M. The position accounts for 0.62% of the portfolio, ranked #35.

Thoroughbred Financial Services first reported a position in CGGR in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.5M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Thoroughbred Financial Services held 259,971 shares of Capital Group Growth ETF worth $10.4M as of Q1 2026.
Thoroughbred Financial Services bought 22,809 Capital Group Growth ETF shares in Q1 2026, an estimated $985K.
Capital Group Growth ETF made up 0.62% of Thoroughbred Financial Services's portfolio in Q1 2026, its #35 holding.
Thoroughbred Financial Services first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 12 quarters since.
Thoroughbred Financial Services's Capital Group Growth ETF position peaked at $10.5M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.