5T Wealth’s Capital Group Growth ETF CGGR Stock Holding History

5T Wealth’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	$7.8M	Buy	165,300 +7,645	+5%	+$346K	2.91%	6
2026 Q1	$6.34M	Sell	157,655 -3,273	-2%	-$141K	2.5%	8
2025 Q4	$7.15M	Buy	160,928 +11,060	+7%	+$488K	2.86%	6
2025 Q3	$6.58M	Buy	149,868 +14,850	+11%	+$627K	2.87%	7
2025 Q2	$5.49M	Sell	135,018 -10,964	-8%	-$400K	2.61%	8
2025 Q1	$5M	Sell	145,982 -1,222	-0.8%	-$45.7K	2.68%	6
2024 Q4	$5.47M	Buy	+147,204	New	+$5.41M	2.99%	5

Other funds holding CGGR

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

5T Wealth's CGGR Position: Q2 2026 in Review

5T Wealth increased its Capital Group Growth ETF (CGGR) stake by 4.8% in Q2 2026, buying an estimated $346K and bringing the position to 165,300 shares worth $7.8M. The position accounts for 2.91% of the portfolio, ranked #6.

5T Wealth first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 258 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

5T Wealth held 165,300 shares of Capital Group Growth ETF worth $7.8M as of Q2 2026.
5T Wealth bought 7,645 Capital Group Growth ETF shares in Q2 2026, an estimated $346K.
Capital Group Growth ETF made up 2.91% of 5T Wealth's portfolio in Q2 2026, its #6 holding.
5T Wealth first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
258 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.