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WFA of San Diego’s Capital Group Growth ETF CGGR Stock Holding History

WFA of San Diego’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 		$80.4K Hold
2,000
– – 0.06% 144
2025
Q4 		$88.9K Hold
2,000
– – 0.07% 143
2025
Q3 		$87.8K Hold
2,000
– – 0.06% 150
2025
Q2 		$81.3K Buy
+2,000
New +$73K 0.06% 159
2024
Q3 		$69.6K Buy
+2,000
New +$66.3K 0.06% 154

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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

WFA of San Diego's CGGR Position: Q1 2026 in Review

WFA of San Diego held its Capital Group Growth ETF (CGGR) position steady in Q1 2026 at 2,000 shares worth $80.4K. The position accounts for 0.06% of the portfolio, ranked #144.

WFA of San Diego first reported a position in CGGR in Q3 2024 and has held it in 5 quarters since. The position peaked at $88.9K in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • WFA of San Diego held 2,000 shares of Capital Group Growth ETF worth $80.4K as of Q1 2026.
  • WFA of San Diego left its Capital Group Growth ETF share count unchanged in Q1 2026.
  • Capital Group Growth ETF made up 0.06% of WFA of San Diego's portfolio in Q1 2026, its #144 holding.
  • WFA of San Diego first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 5 quarters since.
  • WFA of San Diego's Capital Group Growth ETF position peaked at $88.9K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.