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

TrueWealth Financial Partners’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 		– Sell
-86,835
Closed -$3.86M – 70
2025
Q4 		$3.86M Buy
+86,835
New +$3.83M 3.19% 10

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CGPCS
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

TrueWealth Financial Partners sold out of Capital Group Growth ETF (CGGR) in Q1 2026, closing a stake of 86,835 shares — an estimated $3.86M sold.

TrueWealth Financial Partners first reported a position in CGGR in Q4 2025 and held it in 1 quarter. The position peaked at $3.86M in Q4 2025. 602 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining Capital Group Growth ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 86,835 Capital Group Growth ETF shares in Q1 2026, an estimated $3.86M.
  • TrueWealth Financial Partners first reported a position in Capital Group Growth ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's Capital Group Growth ETF position peaked at $3.86M in Q4 2025.
  • 602 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.