Western Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Western Wealth Management’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	$8.22M	Buy	204,452 +41,108	+25%	+$1.77M	0.31%	56
2025 Q4	$7.26M	Buy	163,344 +15,582	+11%	+$688K	0.33%	53
2025 Q3	$6.49M	Buy	147,762 +10,710	+8%	+$452K	0.34%	52
2025 Q2	$5.57M	Buy	137,052 +1,831	+1%	+$66.8K	0.33%	55
2025 Q1	$4.63M	Buy	135,221 +46,680	+53%	+$1.75M	0.31%	70
2024 Q4	$3.29M	Buy	88,541 +21,418	+32%	+$787K	0.21%	92
2024 Q3	$2.34M	Buy	67,123 +36,703	+121%	+$1.22M	0.13%	159
2024 Q2	$1M	Buy	30,420 +17,066	+128%	+$541K	0.07%	232
2024 Q1	$427K	Sell	13,354 -5,520	-29%	-$166K	0.03%	411
2023 Q4	$533K	Buy	+18,874	New	+$488K	0.04%	397

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

Western Wealth Management's CGGR Position: Q1 2026 in Review

Western Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 25% in Q1 2026, buying an estimated $1.77M and bringing the position to 204,452 shares worth $8.22M. The position accounts for 0.31% of the portfolio, ranked #56.

Western Wealth Management first reported a position in CGGR in Q4 2023 and has held it in 10 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Western Wealth Management held 204,452 shares of Capital Group Growth ETF worth $8.22M as of Q1 2026.
Western Wealth Management bought 41,108 Capital Group Growth ETF shares in Q1 2026, an estimated $1.77M.
Capital Group Growth ETF made up 0.31% of Western Wealth Management's portfolio in Q1 2026, its #56 holding.
Western Wealth Management first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 10 quarters since.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.