AE Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

AE Wealth Management’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	$891K	Buy	18,879 +5,024	+36%	+$227K	﹤0.01%	960
2026 Q1	$557K	Buy	13,855 +6,065	+78%	+$262K	﹤0.01%	1056
2025 Q4	$346K	Buy	7,790 +1,797	+30%	+$79.3K	﹤0.01%	1238
2025 Q3	$263K	Buy	+5,993	New	+$253K	﹤0.01%	1247
2023 Q3	–	Sell	-13,186	Closed	-$333K	–	1965
2023 Q2	$333K	Buy	13,186 +1,191	+10%	+$27.7K	﹤0.01%	1565
2023 Q1	$269K	Sell	11,995 -279	-2%	-$6.06K	﹤0.01%	1603
2022 Q4	$245K	Buy	12,274 +577	+5%	+$11.7K	﹤0.01%	1587
2022 Q3	$228K	Buy	+11,697	New	+$250K	﹤0.01%	1569

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AE Wealth Management's CGGR Position: Q2 2026 in Review

AE Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 36% in Q2 2026, buying an estimated $227K and bringing the position to 18,879 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

AE Wealth Management first reported a position in CGGR in Q3 2022 and has held it in 8 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

AE Wealth Management held 18,879 shares of Capital Group Growth ETF worth $891K as of Q2 2026.
AE Wealth Management bought 5,024 Capital Group Growth ETF shares in Q2 2026, an estimated $227K.
Capital Group Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #960 holding.
AE Wealth Management first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 8 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.