Atlas Legacy Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Atlas Legacy 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	$4.49M	Buy	95,121 +22,457	+31%	+$1.02M	0.66%	38
2026 Q1	$2.92M	Buy	72,664 +2,488	+4%	+$107K	0.53%	41
2025 Q4	$3.12M	Buy	70,176 +5,708	+9%	+$252K	0.55%	43
2025 Q3	$2.83M	Buy	64,468 +22,140	+52%	+$935K	0.55%	43
2025 Q2	$1.72M	Sell	42,328 -12,710	-23%	-$464K	0.38%	53
2025 Q1	$1.99M	Sell	55,038 -241,981	-81%	-$9.05M	0.51%	45
2024 Q4	$11M	Buy	+297,019	New	+$10.9M	2.67%	9

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

Atlas Legacy Advisors's CGGR Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Capital Group Growth ETF (CGGR) stake by 31% in Q2 2026, buying an estimated $1.02M and bringing the position to 95,121 shares worth $4.49M. The position accounts for 0.66% of the portfolio, ranked #38.

Atlas Legacy Advisors first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $11M in Q4 2024. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Atlas Legacy Advisors held 95,121 shares of Capital Group Growth ETF worth $4.49M as of Q2 2026.
Atlas Legacy Advisors bought 22,457 Capital Group Growth ETF shares in Q2 2026, an estimated $1.02M.
Capital Group Growth ETF made up 0.66% of Atlas Legacy Advisors's portfolio in Q2 2026, its #38 holding.
Atlas Legacy Advisors first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's Capital Group Growth ETF position peaked at $11M in Q4 2024.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.