Wayfinding Financial’s Capital Group Growth ETF CGGR Stock Holding History

Wayfinding 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	$3.2M	Sell	79,577 -1,119	-1%	-$48.3K	1.39%	19
2025 Q4	$3.59M	Sell	80,696 -3,774	-4%	-$167K	1.52%	16
2025 Q3	$3.71M	Sell	84,470 -1,606	-2%	-$67.8K	1.6%	16
2025 Q2	$3.6M	Sell	86,076 -3,086	-3%	-$113K	1.61%	16
2025 Q1	$3.05M	Buy	89,162 +31,170	+54%	+$1.17M	1.34%	18
2024 Q4	$2.15M	Sell	57,992 -1,168	-2%	-$42.9K	1.15%	21
2024 Q3	$2.06M	Sell	59,160 -1,849	-3%	-$61.3K	1.53%	21
2024 Q2	$2.01M	Sell	61,009 -1,388	-2%	-$44K	1.13%	21
2024 Q1	$1.95M	Buy	62,397 +4,743	+8%	+$143K	1.14%	23
2023 Q4	$1.63M	Sell	57,654 -2,217	-4%	-$57.3K	1.11%	23
2023 Q3	$1.47M	Sell	59,871 -6,752	-10%	-$171K	1.11%	20
2023 Q2	$1.74M	Sell	66,623 -2,481	-4%	-$57.8K	1.21%	18
2023 Q1	$1.55M	Buy	+69,104	New	+$1.5M	1.18%	18

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 $71.6B AUM 21.08% 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

Wayfinding Financial's CGGR Position: Q1 2026 in Review

Wayfinding Financial reduced its Capital Group Growth ETF (CGGR) stake by 1.4% in Q1 2026, selling an estimated $48.3K and leaving 79,577 shares worth $3.2M. The position accounts for 1.39% of the portfolio, ranked #19.

Wayfinding Financial first reported a position in CGGR in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.71M in Q3 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Wayfinding Financial held 79,577 shares of Capital Group Growth ETF worth $3.2M as of Q1 2026.
Wayfinding Financial sold 1,119 Capital Group Growth ETF shares in Q1 2026, an estimated $48.3K.
Capital Group Growth ETF made up 1.39% of Wayfinding Financial's portfolio in Q1 2026, its #19 holding.
Wayfinding Financial first reported a position in Capital Group Growth ETF in Q1 2023 and has held it in 13 quarters since.
Wayfinding Financial's Capital Group Growth ETF position peaked at $3.71M in Q3 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.