Weil Company’s Capital Group Growth ETF CGGR Stock Holding History

Weil Company’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	$1.63M	Buy	40,528 +4,015	+11%	+$173K	0.37%	56
2025 Q4	$1.62M	Buy	36,513 +6,355	+21%	+$281K	0.37%	55
2025 Q3	$1.32M	Sell	30,158 -156	-0.5%	-$6.59K	0.32%	58
2025 Q2	$1.23M	Sell	30,314 -184,992	-86%	-$6.75M	0.33%	58
2025 Q1	$7.37M	Buy	215,306 +75,985	+55%	+$2.84M	2.2%	13
2024 Q4	$5.18M	Buy	+139,321	New	+$5.12M	1.79%	17

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

Weil Company's CGGR Position: Q1 2026 in Review

Weil Company increased its Capital Group Growth ETF (CGGR) stake by 11% in Q1 2026, buying an estimated $173K and bringing the position to 40,528 shares worth $1.63M. The position accounts for 0.37% of the portfolio, ranked #56.

Weil Company first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.37M in Q1 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Weil Company held 40,528 shares of Capital Group Growth ETF worth $1.63M as of Q1 2026.
Weil Company bought 4,015 Capital Group Growth ETF shares in Q1 2026, an estimated $173K.
Capital Group Growth ETF made up 0.37% of Weil Company's portfolio in Q1 2026, its #56 holding.
Weil Company first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
Weil Company's Capital Group Growth ETF position peaked at $7.37M in Q1 2025.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Weil Company's 13F filing for Q1 2026, filed 15 Apr 2026.