AF
CGGR icon

Advisornet Financial’s Capital Group Growth ETF CGGR Stock Holding History

Advisornet Financial’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 		$23M Buy
486,421
+15,100
+3% +$683K 1.05% 22
2026
Q1 		$18.9M Sell
471,321
-46,379
-9% -$2M 0.98% 26
2025
Q4 		$23M Buy
517,700
+14,886
+3% +$657K 1.23% 18
2025
Q3 		$22.1M Buy
502,814
+7,298
+1% +$308K 1.25% 16
2025
Q2 		$20.1M Buy
495,516
+19,948
+4% +$728K 1.3% 15
2025
Q1 		$16.3M Buy
475,568
+210,434
+79% +$7.87M 1.21% 16
2024
Q4 		$9.86M Buy
265,134
+54,734
+26% +$2.01M 0.82% 26
2024
Q3 		$7.32M Buy
210,400
+151,077
+255% +$5.01M 0.55% 34
2024
Q2 		$1.95M Buy
59,323
+8,844
+18% +$281K 0.18% 132
2024
Q1 		$1.61M Buy
50,479
+17,173
+52% +$516K 0.16% 148
2023
Q4 		$940K Buy
33,306
+7,529
+29% +$195K 0.09% 225
2023
Q3 		$632K Buy
25,777
+2,559
+11% +$65K 0.06% 270
2023
Q2 		$586K Buy
23,218
+7,144
+44% +$166K 0.05% 283
2023
Q1 		$361K Hold
16,074
– – 0.03% 352
2022
Q4 		$321K Buy
16,074
+11,355
+241% +$231K 0.03% 376
2022
Q3 		$92K Buy
+4,719
New +$101K 0.01% 672

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

Advisornet Financial's CGGR Position: Q2 2026 in Review

Advisornet Financial increased its Capital Group Growth ETF (CGGR) stake by 3.2% in Q2 2026, buying an estimated $683K and bringing the position to 486,421 shares worth $23M. The position accounts for 1.05% of the portfolio, ranked #22.

Advisornet Financial first reported a position in CGGR in Q3 2022 and has held it in 16 quarters since. The position peaked at $23M in Q4 2025. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Advisornet Financial held 486,421 shares of Capital Group Growth ETF worth $23M as of Q2 2026.
  • Advisornet Financial bought 15,100 Capital Group Growth ETF shares in Q2 2026, an estimated $683K.
  • Capital Group Growth ETF made up 1.05% of Advisornet Financial's portfolio in Q2 2026, its #22 holding.
  • Advisornet Financial first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • Advisornet Financial's Capital Group Growth ETF position peaked at $23M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.