World Investment Advisors’s Capital Group Growth ETF CGGR Stock Holding History

World Investment Advisors’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	$7.66M	Buy	190,691 +28,253	+17%	+$1.22M	0.12%	191
2025 Q4	$7.22M	Buy	162,438 +32,681	+25%	+$1.44M	0.12%	199
2025 Q3	$5.7M	Buy	129,757 +3,081	+2%	+$130K	0.12%	194
2025 Q2	$5.15M	Buy	126,676 +32,730	+35%	+$1.19M	0.12%	202
2025 Q1	$3.22M	Buy	93,946 +20,818	+28%	+$779K	0.08%	271
2024 Q4	$2.72M	Buy	73,128 +9,566	+15%	+$351K	0.07%	278
2024 Q3	$2.21M	Buy	63,562 +9,158	+17%	+$304K	0.07%	282
2024 Q2	$1.79M	Buy	54,404 +4,982	+10%	+$158K	0.11%	176
2024 Q1	$1.6M	Buy	49,422 +15,150	+44%	+$456K	0.23%	96
2023 Q4	$967K	Buy	+34,272	New	+$886K	0.13%	148

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

World Investment Advisors's CGGR Position: Q1 2026 in Review

World Investment Advisors increased its Capital Group Growth ETF (CGGR) stake by 17% in Q1 2026, buying an estimated $1.22M and bringing the position to 190,691 shares worth $7.66M. The position accounts for 0.12% of the portfolio, ranked #191.

World Investment Advisors 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.

World Investment Advisors held 190,691 shares of Capital Group Growth ETF worth $7.66M as of Q1 2026.
World Investment Advisors bought 28,253 Capital Group Growth ETF shares in Q1 2026, an estimated $1.22M.
Capital Group Growth ETF made up 0.12% of World Investment Advisors's portfolio in Q1 2026, its #191 holding.
World Investment Advisors 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 World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.