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

BlueChip 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	$6.87M	Buy	145,575 +1,838	+1%	+$83.1K	2.6%	10
2026 Q1	$5.78M	Sell	143,737 -13,820	-9%	-$597K	2.54%	11
2025 Q4	$7.01M	Buy	157,557 +8,746	+6%	+$386K	2.94%	8
2025 Q3	$6.54M	Buy	148,811 +3,149	+2%	+$133K	2.79%	9
2025 Q2	$5.92M	Buy	145,662 +1,218	+0.8%	+$44.4K	2.64%	10
2025 Q1	$4.95M	Buy	144,444 +4,464	+3%	+$167K	2.43%	12
2024 Q4	$5.2M	Buy	139,980 +2,213	+2%	+$81.3K	2.89%	10
2024 Q3	$4.79M	Buy	137,767 +4,601	+3%	+$152K	2.51%	11
2024 Q2	$4.38M	Buy	133,166 +10,690	+9%	+$339K	2.58%	11
2024 Q1	$3.92M	Buy	+122,476	New	+$3.68M	2.53%	11

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

BlueChip Wealth Advisors's CGGR Position: Q2 2026 in Review

BlueChip Wealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 1.3% in Q2 2026, buying an estimated $83.1K and bringing the position to 145,575 shares worth $6.87M. The position accounts for 2.6% of the portfolio, ranked #10.

BlueChip Wealth Advisors first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.01M in Q4 2025. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

BlueChip Wealth Advisors held 145,575 shares of Capital Group Growth ETF worth $6.87M as of Q2 2026.
BlueChip Wealth Advisors bought 1,838 Capital Group Growth ETF shares in Q2 2026, an estimated $83.1K.
Capital Group Growth ETF made up 2.6% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #10 holding.
BlueChip Wealth Advisors first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
BlueChip Wealth Advisors's Capital Group Growth ETF position peaked at $7.01M in Q4 2025.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.