BetterWealth’s Capital Group Growth ETF CGGR Stock Holding History

BetterWealth’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 Q3	$10.6M	Buy	223,855 +3,887	+2%	+$181K	1.8%	12
2026 Q2	$10.4M	Buy	219,968 +6,507	+3%	+$294K	1.84%	12
2026 Q1	$8.58M	Buy	213,461 +7,735	+4%	+$334K	1.68%	13
2025 Q4	$9.15M	Buy	205,726 +4,394	+2%	+$194K	2.09%	11
2025 Q3	$8.84M	Buy	201,332 +214	+0.1%	+$9.04K	2.11%	11
2025 Q2	$8.18M	Buy	201,118 +14,234	+8%	+$519K	2.09%	11
2025 Q1	$6.4M	Buy	186,884 +16,531	+10%	+$619K	1.8%	11
2024 Q4	$6.33M	Buy	+170,353	New	+$6.26M	1.74%	12

Other funds holding CGGR

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GFG

Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

BetterWealth's CGGR Position: Q3 2026 in Review

BetterWealth increased its Capital Group Growth ETF (CGGR) stake by 1.8% in Q3 2026, buying an estimated $181K and bringing the position to 223,855 shares worth $10.6M. The position accounts for 1.8% of the portfolio, ranked #12.

BetterWealth first reported a position in CGGR in Q4 2024 and has held it in 8 quarters since. 132 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

BetterWealth held 223,855 shares of Capital Group Growth ETF worth $10.6M as of Q3 2026.
BetterWealth bought 3,887 Capital Group Growth ETF shares in Q3 2026, an estimated $181K.
Capital Group Growth ETF made up 1.8% of BetterWealth's portfolio in Q3 2026, its #12 holding.
BetterWealth first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 8 quarters since.
132 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.