4A
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4Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

4Wealth 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 		$235K Buy
+5,026
New +$227K 0.18% 133
2026
Q1 		– Sell
-5,474
Closed -$243K – 144
2025
Q4 		$243K Buy
5,474
+919
+20% +$40.6K 0.21% 129
2025
Q3 		$200K Buy
+4,555
New +$192K 0.18% 129

Other funds holding CGGR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

4Wealth Advisors's CGGR Position: Q2 2026 in Review

4Wealth Advisors opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 5,026 shares worth $235K. The stake represents 0.18% of the portfolio and ranks #133 among its holdings. This is a return to the name: 4Wealth Advisors previously reported a position in CGGR as recently as Q4 2025.

4Wealth Advisors first reported a position in CGGR in Q3 2025 and has held it in 3 quarters since. The position peaked at $243K in Q4 2025. 333 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • 4Wealth Advisors held 5,026 shares of Capital Group Growth ETF worth $235K as of Q2 2026.
  • Capital Group Growth ETF was a new 4Wealth Advisors position in Q2 2026.
  • Capital Group Growth ETF made up 0.18% of 4Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • 4Wealth Advisors first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 4Wealth Advisors's Capital Group Growth ETF position peaked at $243K in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.