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tru Independence’s Capital Group Growth ETF CGGR Stock Holding History

tru Independence’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 		$8.63M Buy
214,628
+19,270
+10% +$832K 4.27% 8
2025
Q4 		$8.69M Buy
195,358
+21,426
+12% +$946K 2.19% 12
2025
Q3 		$7.64M Buy
173,932
+11,936
+7% +$504K 1.98% 12
2025
Q2 		$6.59M Buy
161,996
+61,153
+61% +$2.23M 1.9% 14
2025
Q1 		$3.45M Buy
+100,843
New +$3.77M 1.07% 44

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

tru Independence's CGGR Position: Q1 2026 in Review

tru Independence increased its Capital Group Growth ETF (CGGR) stake by 9.9% in Q1 2026, buying an estimated $832K and bringing the position to 214,628 shares worth $8.63M. The position accounts for 4.27% of the portfolio, ranked #8.

tru Independence first reported a position in CGGR in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.69M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • tru Independence held 214,628 shares of Capital Group Growth ETF worth $8.63M as of Q1 2026.
  • tru Independence bought 19,270 Capital Group Growth ETF shares in Q1 2026, an estimated $832K.
  • Capital Group Growth ETF made up 4.27% of tru Independence's portfolio in Q1 2026, its #8 holding.
  • tru Independence first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • tru Independence's Capital Group Growth ETF position peaked at $8.69M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.