WealthCare Investment Partners’s Capital Group Growth ETF CGGR Stock Holding History

WealthCare Investment 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	$12M	Sell	292,161 -603	-0.2%	-$26K	3.32%	3
2025 Q4	$13M	Buy	292,764 +15,911	+6%	+$703K	3.8%	3
2025 Q3	$12.2M	Buy	276,853 +2,023	+0.7%	+$85.4K	3.97%	3
2025 Q2	$11.2M	Sell	274,830 -15,667	-5%	-$572K	4.03%	3
2025 Q1	$9.2M	Buy	290,497 +259,976	+852%	+$9.73M	3.9%	3
2024 Q4	$1.14M	Buy	30,521 +54	+0.2%	+$1.98K	0.5%	54
2024 Q3	$1.05M	Buy	30,467 +52	+0.2%	+$1.72K	0.46%	56
2024 Q2	$1M	Buy	30,415 +372	+1%	+$11.8K	0.46%	58
2024 Q1	$961K	Buy	30,043 +1,134	+4%	+$34.1K	0.46%	55
2023 Q4	$811K	Buy	28,909 +10,439	+57%	+$270K	0.44%	60
2023 Q3	$453K	Buy	18,470 +93	+0.5%	+$2.36K	0.28%	74
2023 Q2	$466K	Sell	18,377 -690	-4%	-$16.1K	0.28%	71
2023 Q1	$428K	Buy	+19,067	New	+$414K	0.26%	79

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 $79.5B AUM 27.1% 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

WealthCare Investment Partners's CGGR Position: Q1 2026 in Review

WealthCare Investment Partners reduced its Capital Group Growth ETF (CGGR) stake by 0.21% in Q1 2026, selling an estimated $26K and leaving 292,161 shares worth $12M. The position accounts for 3.32% of the portfolio, ranked #3.

WealthCare Investment Partners first reported a position in CGGR in Q1 2023 and has held it in 13 quarters since. The position peaked at $13M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

WealthCare Investment Partners held 292,161 shares of Capital Group Growth ETF worth $12M as of Q1 2026.
WealthCare Investment Partners sold 603 Capital Group Growth ETF shares in Q1 2026, an estimated $26K.
Capital Group Growth ETF made up 3.32% of WealthCare Investment Partners's portfolio in Q1 2026, its #3 holding.
WealthCare Investment Partners first reported a position in Capital Group Growth ETF in Q1 2023 and has held it in 13 quarters since.
WealthCare Investment Partners's Capital Group Growth ETF position peaked at $13M in Q4 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.