180 Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

180 Wealth 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 Q2	$1.01M	Buy	21,384 +1,575	+8%	+$71.2K	0.1%	200
2026 Q1	$796K	Sell	19,809 -905	-4%	-$39.1K	0.09%	220
2025 Q4	$921K	Sell	20,714 -30	-0.1%	-$1.32K	0.1%	191
2025 Q3	$911K	Buy	20,744 +450	+2%	+$19K	0.11%	171
2025 Q2	$825K	Sell	20,294 -691	-3%	-$25.2K	0.12%	171
2025 Q1	$719K	Sell	20,985 -1,708	-8%	-$63.9K	0.11%	176
2024 Q4	$843K	Buy	22,693 +2,864	+14%	+$105K	0.13%	149
2024 Q3	$690K	Sell	19,829 -268	-1%	-$8.88K	0.11%	178
2024 Q2	$676K	Sell	20,097 -175	-0.9%	-$5.55K	0.11%	171
2024 Q1	$648K	Buy	20,272 +776	+4%	+$23.3K	0.12%	172
2023 Q4	$544K	Sell	19,496 -230	-1%	-$5.95K	0.11%	187
2023 Q3	$483K	Sell	19,726 -89	-0.4%	-$2.26K	0.11%	190
2023 Q2	$502K	Buy	19,815 +560	+3%	+$13K	0.11%	193
2023 Q1	$432K	Buy	19,255 +1,878	+11%	+$40.8K	0.1%	205
2022 Q4	$384K	Buy	+17,377	New	+$354K	0.09%	227

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

180 Wealth Advisors's CGGR Position: Q2 2026 in Review

180 Wealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 8% in Q2 2026, buying an estimated $71.2K and bringing the position to 21,384 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #200.

180 Wealth Advisors first reported a position in CGGR in Q4 2022 and has held it in 15 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

180 Wealth Advisors held 21,384 shares of Capital Group Growth ETF worth $1.01M as of Q2 2026.
180 Wealth Advisors bought 1,575 Capital Group Growth ETF shares in Q2 2026, an estimated $71.2K.
Capital Group Growth ETF made up 0.1% of 180 Wealth Advisors's portfolio in Q2 2026, its #200 holding.
180 Wealth Advisors first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 15 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.