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Adamsbrown Wealth Consultants’s Capital Group Growth ETF CGGR Stock Holding History

Adamsbrown Wealth Consultants’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 		$52.6M Buy
1,113,600
+35,828
+3% +$1.62M 9.91% 1
2026
Q1 		$43.3M Buy
1,077,772
+38,478
+4% +$1.66M 11.45% 1
2025
Q4 		$46.2M Sell
1,039,294
-3,067
-0.3% -$135K 12.87% 1
2025
Q3 		$45.8M Buy
1,042,361
+12,990
+1% +$548K 12.61% 1
2025
Q2 		$41.8M Buy
1,029,371
+111,984
+12% +$4.09M 12.14% 1
2025
Q1 		$31.4M Buy
917,387
+87,390
+11% +$3.27M 9.87% 2
2024
Q4 		$30.9M Buy
829,997
+5,702
+0.7% +$209K 10.51% 2
2024
Q3 		$28.7M Buy
824,295
+3,837
+0.5% +$127K 9.95% 2
2024
Q2 		$27M Buy
820,458
+27,376
+3% +$869K 10.5% 2
2024
Q1 		$25.4M Buy
793,082
+39,466
+5% +$1.19M 10.27% 2
2023
Q4 		$21.3M Sell
753,616
-20,788
-3% -$537K 9.26% 3
2023
Q3 		$19M Sell
774,404
-114,026
-13% -$2.89M 9.35% 3
2023
Q2 		$22.4M Buy
888,430
+2,743
+0.3% +$63.9K 11.84% 2
2023
Q1 		$19.9M Sell
885,687
-5,596
-0.6% -$122K 11.47% 2
2022
Q4 		$17.8M Buy
891,283
+142,477
+19% +$2.9M 10.79% 2
2022
Q3 		$14.6M Buy
748,806
+368,621
+97% +$7.88M 11.12% 2
2022
Q2 		$7.59M Buy
+380,185
New +$8.57M 5.97% 4

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Adamsbrown Wealth Consultants's CGGR Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Capital Group Growth ETF (CGGR) stake by 3.3% in Q2 2026, buying an estimated $1.62M and bringing the position to 1,113,600 shares worth $52.6M. The position accounts for 9.91% of the portfolio, ranked #1.

Adamsbrown Wealth Consultants first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Adamsbrown Wealth Consultants held 1,113,600 shares of Capital Group Growth ETF worth $52.6M as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 35,828 Capital Group Growth ETF shares in Q2 2026, an estimated $1.62M.
  • Capital Group Growth ETF made up 9.91% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #1 holding.
  • Adamsbrown Wealth Consultants first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.