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Ballew Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Ballew 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 		$14.2M Buy
304,720
+6,765
+2% +$306K 7.33% 2
2026
Q1 		$12.5M Buy
297,955
+5,683
+2% +$245K 7.06% 2
2025
Q4 		$13.3M Sell
292,272
-117
-0% -$5.17K 7.47% 2
2025
Q3 		$12.8M Buy
292,389
+27,507
+10% +$1.16M 7.15% 2
2025
Q2 		$10.8M Buy
264,882
+6,509
+3% +$238K 6.42% 2
2025
Q1 		$8.53M Buy
258,373
+15,545
+6% +$582K 5.72% 2
2024
Q4 		$9.06M Buy
242,828
+4,965
+2% +$182K 5.78% 2
2024
Q3 		$8.38M Buy
237,863
+2,451
+1% +$81.2K 5.63% 2
2024
Q2 		$7.96M Buy
235,412
+10,418
+5% +$331K 5.28% 3
2024
Q1 		$7.15M Buy
224,994
+10,891
+5% +$327K 4.93% 3
2023
Q4 		$6.02M Sell
214,103
-714
-0.3% -$18.5K 4.53% 3
2023
Q3 		$5.22M Buy
214,817
+2,925
+1% +$74.2K 4.3% 2
2023
Q2 		$5.4M Buy
211,892
+598
+0.3% +$13.9K 3.9% 3
2023
Q1 		$5.27M Buy
211,294
+5,030
+2% +$109K 3.84% 3
2022
Q4 		$4.37M Buy
+206,264
New +$4.2M 3.34% 7

Other funds holding CGGR

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ballew Advisors's CGGR Position: Q2 2026 in Review

Ballew Advisors increased its Capital Group Growth ETF (CGGR) stake by 2.3% in Q2 2026, buying an estimated $306K and bringing the position to 304,720 shares worth $14.2M. The position accounts for 7.33% of the portfolio, ranked #2.

Ballew Advisors first reported a position in CGGR in Q4 2022 and has held it in 15 quarters since. 141 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Ballew Advisors held 304,720 shares of Capital Group Growth ETF worth $14.2M as of Q2 2026.
  • Ballew Advisors bought 6,765 Capital Group Growth ETF shares in Q2 2026, an estimated $306K.
  • Capital Group Growth ETF made up 7.33% of Ballew Advisors's portfolio in Q2 2026, its #2 holding.
  • Ballew Advisors first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 141 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.