Bay Colony Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Bay Colony 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	$13.5M	Buy	286,345 +3,358	+1%	+$152K	1.5%	11
2026 Q1	$11.4M	Buy	282,987 +5,179	+2%	+$224K	1.39%	14
2025 Q4	$12.4M	Buy	277,808 +14,314	+5%	+$632K	1.48%	13
2025 Q3	$11.6M	Buy	263,494 +5,515	+2%	+$233K	1.37%	15
2025 Q2	$10.5M	Buy	257,979 +11,868	+5%	+$433K	1.45%	14
2025 Q1	$8.44M	Buy	246,111 +4,120	+2%	+$154K	1.29%	16
2024 Q4	$8.99M	Buy	241,991 +32,842	+16%	+$1.21M	1.33%	14
2024 Q3	$7.28M	Buy	209,149 +186,612	+828%	+$6.18M	1.1%	16
2024 Q2	$741K	Buy	+22,537	New	+$715K	0.12%	165

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

Bay Colony Advisors's CGGR Position: Q2 2026 in Review

Bay Colony Advisors increased its Capital Group Growth ETF (CGGR) stake by 1.2% in Q2 2026, buying an estimated $152K and bringing the position to 286,345 shares worth $13.5M. The position accounts for 1.5% of the portfolio, ranked #11.

Bay Colony Advisors first reported a position in CGGR in Q2 2024 and has held it in 9 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Bay Colony Advisors held 286,345 shares of Capital Group Growth ETF worth $13.5M as of Q2 2026.
Bay Colony Advisors bought 3,358 Capital Group Growth ETF shares in Q2 2026, an estimated $152K.
Capital Group Growth ETF made up 1.5% of Bay Colony Advisors's portfolio in Q2 2026, its #11 holding.
Bay Colony Advisors first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 9 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.