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Vicus Capital’s Capital Group Growth ETF CGGR Stock Holding History

Vicus Capital’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 		$1.14M Buy
28,432
+7,023
+33% +$303K 0.08% 115
2025
Q4 		$952K Buy
21,409
+6,166
+40% +$272K 0.07% 125
2025
Q3 		$669K Buy
15,243
+1,591
+12% +$67.2K 0.05% 147
2025
Q2 		$555K Buy
+13,652
New +$498K 0.05% 143
2025
Q1 		– Sell
-5,614
Closed -$209K – 241
2024
Q4 		$209K Buy
+5,614
New +$206K 0.02% 216

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 $79.5B AUM 27.1% 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

Vicus Capital's CGGR Position: Q1 2026 in Review

Vicus Capital increased its Capital Group Growth ETF (CGGR) stake by 33% in Q1 2026, buying an estimated $303K and bringing the position to 28,432 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #115.

Vicus Capital first reported a position in CGGR in Q4 2024 and has held it in 5 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Vicus Capital held 28,432 shares of Capital Group Growth ETF worth $1.14M as of Q1 2026.
  • Vicus Capital bought 7,023 Capital Group Growth ETF shares in Q1 2026, an estimated $303K.
  • Capital Group Growth ETF made up 0.08% of Vicus Capital's portfolio in Q1 2026, its #115 holding.
  • Vicus Capital first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.