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

Axxcess 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	$8.39M	Buy	+177,670	New	+$8.03M	0.13%	151
2026 Q1	–	Sell	-439,959	Closed	-$19.6M	–	479
2025 Q4	$19.6M	Buy	439,959 +74,174	+20%	+$3.27M	0.34%	61
2025 Q3	$16.1M	Buy	365,785 +25,959	+8%	+$1.1M	0.34%	63
2025 Q2	$13.8M	Buy	339,826 +88,795	+35%	+$3.24M	0.32%	62
2025 Q1	$8.6M	Buy	251,031 +57,506	+30%	+$2.15M	0.23%	81
2024 Q4	$7.19M	Buy	193,525 +7,835	+4%	+$288K	0.17%	103
2024 Q3	$6.46M	Buy	185,690 +2,259	+1%	+$74.9K	0.16%	113
2024 Q2	$6.03M	Buy	183,431 +130,160	+244%	+$4.13M	0.16%	113
2024 Q1	$1.7M	Buy	53,271 +36,721	+222%	+$1.1M	0.05%	278
2023 Q4	$467K	Buy	16,550 +8,305	+101%	+$215K	0.01%	535
2023 Q3	$202K	Buy	+8,245	New	+$209K	0.01%	735

Other funds holding CGGR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

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

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 177,670 shares worth $8.39M. The stake represents 0.13% of the portfolio and ranks #151 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CGGR as recently as Q4 2025.

Axxcess Wealth Management first reported a position in CGGR in Q3 2023 and has held it in 11 quarters since. The position peaked at $19.6M in Q4 2025. 346 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Axxcess Wealth Management held 177,670 shares of Capital Group Growth ETF worth $8.39M as of Q2 2026.
Capital Group Growth ETF was a new Axxcess Wealth Management position in Q2 2026.
Capital Group Growth ETF made up 0.13% of Axxcess Wealth Management's portfolio in Q2 2026, its #151 holding.
Axxcess Wealth Management first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 11 quarters since.
Axxcess Wealth Management's Capital Group Growth ETF position peaked at $19.6M in Q4 2025.
346 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.