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

Total Clarity 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	$6.07M	Buy	151,093 +9,122	+6%	+$394K	1.43%	13
2025 Q4	$6.31M	Buy	141,971 +6,982	+5%	+$308K	1.53%	12
2025 Q3	$5.93M	Buy	134,989 +6,899	+5%	+$291K	1.58%	11
2025 Q2	$5.21M	Buy	128,090 +3,070	+2%	+$112K	1.49%	14
2025 Q1	$4.65M	Sell	125,020 -894	-0.7%	-$33.5K	1.52%	11
2024 Q4	$4.68M	Buy	125,914 +112,163	+816%	+$4.12M	1.52%	11
2024 Q3	$478K	Buy	13,751 +529	+4%	+$17.5K	0.15%	148
2024 Q2	$435K	Buy	13,222 +1,662	+14%	+$52.7K	0.15%	149
2024 Q1	$370K	Buy	11,560 +469	+4%	+$14.1K	0.13%	176
2023 Q4	$313K	Sell	11,091 -426	-4%	-$11K	0.13%	169
2023 Q3	$282K	Buy	+11,517	New	+$292K	0.14%	167

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

Total Clarity Wealth Management's CGGR Position: Q1 2026 in Review

Total Clarity Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 6.4% in Q1 2026, buying an estimated $394K and bringing the position to 151,093 shares worth $6.07M. The position accounts for 1.43% of the portfolio, ranked #13.

Total Clarity Wealth Management first reported a position in CGGR in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.31M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Total Clarity Wealth Management held 151,093 shares of Capital Group Growth ETF worth $6.07M as of Q1 2026.
Total Clarity Wealth Management bought 9,122 Capital Group Growth ETF shares in Q1 2026, an estimated $394K.
Capital Group Growth ETF made up 1.43% of Total Clarity Wealth Management's portfolio in Q1 2026, its #13 holding.
Total Clarity Wealth Management first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 11 quarters since.
Total Clarity Wealth Management's Capital Group Growth ETF position peaked at $6.31M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.