BZWA
CGGR icon

Blue Zone Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Blue Zone Wealth 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 		$818K Buy
17,320
+1,085
+7% +$49K 0.14% 68
2026
Q1 		$652K Buy
16,235
+2,417
+17% +$104K 0.13% 74
2025
Q4 		$614K Buy
13,818
+1,540
+13% +$68K 0.12% 87
2025
Q3 		$539K Buy
12,278
+2,240
+22% +$94.6K 0.11% 84
2025
Q2 		$408K Buy
10,038
+1,165
+13% +$42.5K 0.1% 79
2025
Q1 		$304K Buy
8,873
+1,748
+25% +$65.4K 0.08% 86
2024
Q4 		$265K Buy
7,125
+994
+16% +$36.5K 0.08% 89
2024
Q3 		$213K Buy
+6,131
New +$203K 0.07% 92

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

Blue Zone Wealth Advisors's CGGR Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 6.7% in Q2 2026, buying an estimated $49K and bringing the position to 17,320 shares worth $818K. The position accounts for 0.14% of the portfolio, ranked #68.

Blue Zone Wealth Advisors first reported a position in CGGR in Q3 2024 and has held it in 8 quarters since. 199 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Blue Zone Wealth Advisors held 17,320 shares of Capital Group Growth ETF worth $818K as of Q2 2026.
  • Blue Zone Wealth Advisors bought 1,085 Capital Group Growth ETF shares in Q2 2026, an estimated $49K.
  • Capital Group Growth ETF made up 0.14% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Blue Zone Wealth Advisors first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 199 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.