5W
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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
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
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
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

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. 264 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.
  • 264 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.