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

Aprio 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	$63.3M	Sell	1,340,131 -113,222	-8%	-$5.12M	3.12%	4
2026 Q1	$58.4M	Buy	1,453,353 +161,930	+13%	+$6.99M	3.19%	4
2025 Q4	$57.4M	Buy	1,291,423 +1,140,465	+755%	+$50.4M	3.3%	4
2025 Q3	$6.63M	Buy	+150,958	New	+$6.37M	0.66%	33

Other funds holding CGGR

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

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

Aprio Wealth Management reduced its Capital Group Growth ETF (CGGR) stake by 7.8% in Q2 2026, selling an estimated $5.12M and leaving 1,340,131 shares worth $63.3M. The position accounts for 3.12% of the portfolio, ranked #4.

Aprio Wealth Management first reported a position in CGGR in Q3 2025 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Aprio Wealth Management held 1,340,131 shares of Capital Group Growth ETF worth $63.3M as of Q2 2026.
Aprio Wealth Management sold 113,222 Capital Group Growth ETF shares in Q2 2026, an estimated $5.12M.
Capital Group Growth ETF made up 3.12% of Aprio Wealth Management's portfolio in Q2 2026, its #4 holding.
Aprio Wealth Management first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 4 quarters since.
229 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.