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Vise Technologies’s Capital Group Growth ETF CGGR Stock Holding History

Vise Technologies’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 		$702K Hold
15,796
– – 0.01% 712
2025
Q4 		$702K Buy
+15,796
New +$697K 0.01% 717

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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

Vise Technologies's CGGR Position: Q1 2026 in Review

Vise Technologies held its Capital Group Growth ETF (CGGR) position steady in Q1 2026 at 15,796 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #712.

Vise Technologies first reported a position in CGGR in Q4 2025 and has held it in 2 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Vise Technologies held 15,796 shares of Capital Group Growth ETF worth $702K as of Q1 2026.
  • Vise Technologies left its Capital Group Growth ETF share count unchanged in Q1 2026.
  • Capital Group Growth ETF made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #712 holding.
  • Vise Technologies first reported a position in Capital Group Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.