Atria Investments’s Capital Group Growth ETF CGGR Stock Holding History

Atria Investments’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	$6.89M	Sell	146,019 -25,519	-15%	-$1.15M	0.07%	303
2026 Q1	$6.89M	Buy	171,538 +30,183	+21%	+$1.3M	0.08%	282
2025 Q4	$6.29M	Buy	141,355 +24,933	+21%	+$1.1M	0.07%	303
2025 Q3	$5.11M	Buy	116,422 +17,660	+18%	+$746K	0.06%	385
2025 Q2	$4.01M	Sell	98,762 -15,860	-14%	-$579K	0.05%	453
2025 Q1	$3.93M	Sell	114,622 -5,257	-4%	-$197K	0.05%	443
2024 Q4	$4.46M	Sell	119,879 -22,400	-16%	-$823K	0.06%	392
2024 Q3	$4.95M	Sell	142,279 -10,675	-7%	-$354K	0.06%	354
2024 Q2	$5.03M	Sell	152,954 -43,111	-22%	-$1.37M	0.07%	332
2024 Q1	$6.27M	Buy	+196,065	New	+$5.9M	0.09%	283

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 22.9% 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

Atria Investments's CGGR Position: Q2 2026 in Review

Atria Investments reduced its Capital Group Growth ETF (CGGR) stake by 15% in Q2 2026, selling an estimated $1.15M and leaving 146,019 shares worth $6.89M. The position accounts for 0.07% of the portfolio, ranked #303.

Atria Investments first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.89M in Q1 2026. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Atria Investments held 146,019 shares of Capital Group Growth ETF worth $6.89M as of Q2 2026.
Atria Investments sold 25,519 Capital Group Growth ETF shares in Q2 2026, an estimated $1.15M.
Capital Group Growth ETF made up 0.07% of Atria Investments's portfolio in Q2 2026, its #303 holding.
Atria Investments first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
Atria Investments's Capital Group Growth ETF position peaked at $6.89M in Q1 2026.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.