Capital Group Growth (CGGR) Buys $16.8 Million More Seagate on Nov. 4

GuruFocus News

Fri, November 6, 2026 at 6:06 AM EST 3 min read

This article first appeared on GuruFocus .

Capital Group Growth ETF ( CGGR ) showed more buying than selling in its latest ETF activity on Wednesday, with 15 positions increased and 4 decreased. CGGR recorded $204.8 million in gross trades and net sold $71.7 million, against $25.94 billion in assets under management.

What did CGGR buy on Wednesday?

Its largest buys by dollar value were STX ($16.8 million), META ($10.4 million) and CDNS ($9.1 million).

Stock	Shares changed	Value	Position
SEAGATE TECHNOLOGY HOLDINGS COMMON STOCK USD.00001 ( STX )	+30,085	$16.8M	0.18% of fund
META PLATFORMS INC CLASS A COMMON STOCK USD.000006 ( META )	+16,470	$10.4M	6.13% of fund
CADENCE DESIGN SYS INC COMMON STOCK USD.01 ( CDNS )	+27,535	$9.1M	0.51% of fund
ELI LILLY + CO COMMON STOCK ( LLY )	+5,035	$7.1M	3.18% of fund
THERMO FISHER SCIENTIFIC INC COMMON STOCK USD1.0 ( TMO )	+7,082	$5.0M	0.64% of fund

What did CGGR sell on Wednesday?

Its largest sells by dollar value were AAPL ($119.5 million), NVDA ($9.5 million) and AMZN ($8.3 million).

Stock	Shares changed	Value	Position
APPLE INC COMMON STOCK USD.00001 ( AAPL )	-341,984	-$119.5M	2.66% of fund
NVIDIA CORP COMMON STOCK USD.001 ( NVDA )	-47,249	-$9.5M	4.05% of fund
AMAZON.COM INC COMMON STOCK USD.01 ( AMZN )	-31,095	-$8.3M	2.72% of fund
KLA CORP COMMON STOCK USD.001 ( KLAC )	-6,687	-$1.0M	0.55% of fund

The largest buy was $16.8 million of Seagate Technology, lifting that position to 0.18% of assets, followed by $10.4 million of Meta Platforms, already a 6.13% holding, $9.1 million of Cadence Design Systems, $7.1 million of Eli Lilly and $5.0 million of Thermo Fisher Scientific. On the sell side, CGGR cut $119.5 million of Apple, leaving a 2.66% weight, along with $9.5 million of Nvidia, $8.3 million of Amazon and $1.0 million of KLA. No new positions were opened and no holdings were fully exited.

How does CGGR invest?

CGGR is an Equity US fund in the Equity asset class, holding 98 stocks with 39.9% of assets in its 10 largest holdings. Technology accounts for 35.3% of classified stocks, Communication Services 15.4% and Healthcare 14.3%, and the mix is 99.2% large-cap and 0.8% mid-cap. It has an expense ratio of 0.39%, a GF Score of 88, a P/E of 27.86, a P/B of 6.39, a dividend yield of 0.12% and a year-to-date return of -0.32%. Its top holdings are Meta Platforms at 6.13%, Microsoft at 5.29%, Tesla at 4.6%, Broadcom at 4.27% and Nvidia at 4.05%.

Capital Group Growth ETF ( CGGR ) at a glance

Measure	Value
Category	Equity US
Asset class	Equity
Holdings	98
Top 10 holdings	39.9% of assets
Largest sectors	Technology 35.3%, Communication Services 15.4%, Healthcare 14.3%
Expense ratio	0.39%
Market-cap mix	Large 99.2%, mid 0.8%, small 0.0%
GF Score	88/100
P/E	27.86
P/B	6.39
Dividend yield	0.12%
Year-to-date return	-0.32%
Top holdings	META (6.13%), MSFT (5.29%), TSLA (4.60%), AVGO (4.27%), NVDA (4.05%)

See the full Capital Group Growth ETF profile , or compare it with similar funds in the ETF Screener . For the stock behind its biggest buy, see STX's GF Value page and guru trades .

What should investors watch next for CGGR?

Watch whether CGGR continues trimming Apple and Nvidia, and whether the added Seagate and Cadence stakes grow into larger positions in the next holdings update.

Based on holdings changes reported by Capital Group Growth ETF ( CGGR ) for Nov. 4, 2026, US-listed stocks only.

Track the latest ETF buying and selling trends and search funds in the GuruFocus ETF Screener .