Tribridge Partners Financial’s Capital Group Growth ETF CGGR Stock Holding History

Tribridge Partners Financial’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	$26.5M	Buy	655,495 +23,016	+4%	+$994K	10.96%	1
2025 Q4	$28.1M	Buy	632,479 +36,055	+6%	+$1.59M	11.8%	1
2025 Q3	$26.4M	Buy	596,424 +82,807	+16%	+$3.5M	12.12%	1
2025 Q2	$20.9M	Buy	+513,617	New	+$18.7M	12.25%	1

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 $79.5B AUM 27.1% 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

Tribridge Partners Financial's CGGR Position: Q1 2026 in Review

Tribridge Partners Financial increased its Capital Group Growth ETF (CGGR) stake by 3.6% in Q1 2026, buying an estimated $994K and bringing the position to 655,495 shares worth $26.5M. The position accounts for 10.96% of the portfolio, ranked #1.

Tribridge Partners Financial first reported a position in CGGR in Q2 2025 and has held it in 4 quarters since. The position peaked at $28.1M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Tribridge Partners Financial held 655,495 shares of Capital Group Growth ETF worth $26.5M as of Q1 2026.
Tribridge Partners Financial bought 23,016 Capital Group Growth ETF shares in Q1 2026, an estimated $994K.
Capital Group Growth ETF made up 10.96% of Tribridge Partners Financial's portfolio in Q1 2026, its #1 holding.
Tribridge Partners Financial first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 4 quarters since.
Tribridge Partners Financial's Capital Group Growth ETF position peaked at $28.1M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Tribridge Partners Financial's 13F filing for Q1 2026, filed 15 Apr 2026.