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

Tortuga 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 		$706K Buy
17,576
+2,335
+15% +$101K 0.66% 37
2025
Q4 		$678K Buy
+15,241
New +$673K 0.71% 32

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 $71.6B AUM 21.08% 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

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

Tortuga Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 15% in Q1 2026, buying an estimated $101K and bringing the position to 17,576 shares worth $706K. The position accounts for 0.66% of the portfolio, ranked #37.

Tortuga Wealth Management first reported a position in CGGR in Q4 2025 and has held it in 2 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Tortuga Wealth Management held 17,576 shares of Capital Group Growth ETF worth $706K as of Q1 2026.
  • Tortuga Wealth Management bought 2,335 Capital Group Growth ETF shares in Q1 2026, an estimated $101K.
  • Capital Group Growth ETF made up 0.66% of Tortuga Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Tortuga Wealth Management first reported a position in Capital Group Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.