Balboa Wealth Partners’s Capital Group Growth ETF CGGR Stock Holding History

Balboa Wealth Partners’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	$610K	Sell	12,923 -3,999	-24%	-$181K	0.08%	203
2026 Q1	$680K	Buy	16,922 +2,038	+14%	+$88K	0.11%	157
2025 Q4	$662K	Buy	14,884 +730	+5%	+$32.2K	0.11%	153
2025 Q3	$622K	Buy	14,154 +2,404	+20%	+$102K	0.11%	155
2025 Q2	$478K	Buy	+11,750	New	+$429K	0.1%	167

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

Balboa Wealth Partners's CGGR Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Capital Group Growth ETF (CGGR) stake by 24% in Q2 2026, selling an estimated $181K and leaving 12,923 shares worth $610K. The position accounts for 0.08% of the portfolio, ranked #203.

Balboa Wealth Partners first reported a position in CGGR in Q2 2025 and has held it in 5 quarters since. The position peaked at $680K in Q1 2026. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Balboa Wealth Partners held 12,923 shares of Capital Group Growth ETF worth $610K as of Q2 2026.
Balboa Wealth Partners sold 3,999 Capital Group Growth ETF shares in Q2 2026, an estimated $181K.
Capital Group Growth ETF made up 0.08% of Balboa Wealth Partners's portfolio in Q2 2026, its #203 holding.
Balboa Wealth Partners first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 5 quarters since.
Balboa Wealth Partners's Capital Group Growth ETF position peaked at $680K in Q1 2026.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

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