Arkadios Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Arkadios Wealth Advisors’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	$3.72M	Buy	78,790 +12,286	+18%	+$555K	0.06%	338
2026 Q1	$2.67M	Buy	66,504 +34,607	+108%	+$1.49M	0.04%	418
2025 Q4	$1.42M	Buy	31,897 +8,308	+35%	+$367K	0.03%	563
2025 Q3	$1.04M	Sell	23,589 -1,102	-4%	-$46.5K	0.02%	624
2025 Q2	$1M	Buy	24,691 +2,792	+13%	+$102K	0.03%	571
2025 Q1	$750K	Hold	21,899	–	–	0.03%	562
2024 Q4	$814K	Buy	21,899 +13	+0.1%	+$478	0.04%	384
2024 Q3	$761K	Buy	21,886 +188	+0.9%	+$6.23K	0.04%	398
2024 Q2	$714K	Buy	21,698 +7,882	+57%	+$250K	0.05%	362
2024 Q1	$442K	Hold	13,816	–	–	0.03%	405
2023 Q4	$390K	Buy	+13,816	New	+$357K	0.03%	440

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

Arkadios Wealth Advisors's CGGR Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 18% in Q2 2026, buying an estimated $555K and bringing the position to 78,790 shares worth $3.72M. The position accounts for 0.06% of the portfolio, ranked #338.

Arkadios Wealth Advisors first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Arkadios Wealth Advisors held 78,790 shares of Capital Group Growth ETF worth $3.72M as of Q2 2026.
Arkadios Wealth Advisors bought 12,286 Capital Group Growth ETF shares in Q2 2026, an estimated $555K.
Capital Group Growth ETF made up 0.06% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #338 holding.
Arkadios Wealth Advisors first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.