Wood Tarver Financial Group’s Capital Group Growth ETF CGGR Stock Holding History

Wood Tarver Financial Group’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	$3.61M	Buy	89,872 +12,833	+17%	+$554K	1%	21
2025 Q4	$3.42M	Buy	77,039 +5,321	+7%	+$235K	0.96%	23
2025 Q3	$3.15M	Buy	71,718 +7,550	+12%	+$319K	0.93%	21
2025 Q2	$2.61M	Buy	64,168 +13,622	+27%	+$497K	0.78%	22
2025 Q1	$1.73M	Buy	50,546 +29,217	+137%	+$1.09M	0.56%	31
2024 Q4	$792K	Buy	+21,329	New	+$784K	0.26%	57

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

Wood Tarver Financial Group's CGGR Position: Q1 2026 in Review

Wood Tarver Financial Group increased its Capital Group Growth ETF (CGGR) stake by 17% in Q1 2026, buying an estimated $554K and bringing the position to 89,872 shares worth $3.61M. The position accounts for 1% of the portfolio, ranked #21.

Wood Tarver Financial Group first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

Wood Tarver Financial Group held 89,872 shares of Capital Group Growth ETF worth $3.61M as of Q1 2026.
Wood Tarver Financial Group bought 12,833 Capital Group Growth ETF shares in Q1 2026, an estimated $554K.
Capital Group Growth ETF made up 1% of Wood Tarver Financial Group's portfolio in Q1 2026, its #21 holding.
Wood Tarver Financial Group first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

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