Betterment LLC
CGGR icon

Betterment LLC’s Capital Group Growth ETF CGGR Stock Holding History

Betterment LLC’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 		$604K Buy
12,802
+1,892
+17% +$85.5K ﹤0.01% 443
2026
Q1 		$438K Buy
10,910
+580
+6% +$25K ﹤0.01% 467
2025
Q4 		$459K Buy
10,330
+221
+2% +$9.76K ﹤0.01% 423
2025
Q3 		$444K Sell
10,109
-531
-5% -$22.4K ﹤0.01% 405
2025
Q2 		$433K Buy
10,640
+1,778
+20% +$64.9K ﹤0.01% 381
2025
Q1 		$304K Buy
8,862
+403
+5% +$15.1K ﹤0.01% 401
2024
Q4 		$314K Buy
8,459
+981
+13% +$36K ﹤0.01% 378
2024
Q3 		$260K Buy
7,478
+179
+2% +$5.93K ﹤0.01% 392
2024
Q2 		$240K Sell
7,299
-1,230
-14% -$39K ﹤0.01% 370
2024
Q1 		$273K Buy
8,529
+241
+3% +$7.25K ﹤0.01% 323
2023
Q4 		$234K Buy
+8,288
New +$214K ﹤0.01% 301

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC's CGGR Position: Q2 2026 in Review

Betterment LLC increased its Capital Group Growth ETF (CGGR) stake by 17% in Q2 2026, buying an estimated $85.5K and bringing the position to 12,802 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Betterment LLC first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Betterment LLC held 12,802 shares of Capital Group Growth ETF worth $604K as of Q2 2026.
  • Betterment LLC bought 1,892 Capital Group Growth ETF shares in Q2 2026, an estimated $85.5K.
  • Capital Group Growth ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #443 holding.
  • Betterment LLC first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.