4Wealth Advisors
CGGR icon

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
Q3 		$245K Buy
5,128
+102
+2% +$4.75K 0.17% 118
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Forge Financial Services
Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

4Wealth Advisors's CGGR Position: Q3 2026 in Review

4Wealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 2% in Q3 2026, buying an estimated $4.75K and bringing the position to 5,128 shares worth $245K. The position accounts for 0.17% of the portfolio, ranked #118.

4Wealth Advisors first reported a position in CGGR in Q3 2025 and has held it in 4 quarters since. 428 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • 4Wealth Advisors held 5,128 shares of Capital Group Growth ETF worth $245K as of Q3 2026.
  • 4Wealth Advisors bought 102 Capital Group Growth ETF shares in Q3 2026, an estimated $4.75K.
  • Capital Group Growth ETF made up 0.17% of 4Wealth Advisors's portfolio in Q3 2026, its #118 holding.
  • 4Wealth Advisors first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 428 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.