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

Allworth 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	$6.64M	Buy	140,693 +445	+0.3%	+$20.1K	0.03%	302
2026 Q1	$5.64M	Buy	140,248 +4,185	+3%	+$181K	0.02%	345
2025 Q4	$6.05M	Sell	136,063 -7,672	-5%	-$339K	0.02%	325
2025 Q3	$6.31M	Buy	143,735 +2,246	+2%	+$94.8K	0.03%	274
2025 Q2	$5.75M	Buy	141,489 +1,280	+0.9%	+$46.7K	0.03%	281
2025 Q1	$4.79M	Buy	140,209 +11,983	+9%	+$448K	0.03%	265
2024 Q4	$5.04M	Sell	128,226 -154,307	-55%	-$5.67M	0.03%	263
2024 Q3	$9.83M	Sell	282,533 -11,734	-4%	-$389K	0.06%	143
2024 Q2	$9.66M	Buy	294,267 +289,362	+5,899%	+$9.18M	0.06%	138
2024 Q1	$157K	Buy	+4,905	New	+$147K	﹤0.01%	864

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

Allworth Financial's CGGR Position: Q2 2026 in Review

Allworth Financial increased its Capital Group Growth ETF (CGGR) stake by 0.32% in Q2 2026, buying an estimated $20.1K and bringing the position to 140,693 shares worth $6.64M. The position accounts for 0.03% of the portfolio, ranked #302.

Allworth Financial first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.83M in Q3 2024. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Allworth Financial held 140,693 shares of Capital Group Growth ETF worth $6.64M as of Q2 2026.
Allworth Financial bought 445 Capital Group Growth ETF shares in Q2 2026, an estimated $20.1K.
Capital Group Growth ETF made up 0.03% of Allworth Financial's portfolio in Q2 2026, its #302 holding.
Allworth Financial first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
Allworth Financial's Capital Group Growth ETF position peaked at $9.83M in Q3 2024.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.