Bridgewealth Advisory Group’s Capital Group Growth ETF CGGR Stock Holding History

Bridgewealth Advisory Group’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	$12.6M	Buy	267,941 +35,899	+15%	+$1.62M	2.39%	15
2026 Q1	$9.33M	Buy	232,042 +20,929	+10%	+$904K	1.93%	16
2025 Q4	$9.39M	Buy	211,113 +13,695	+7%	+$605K	2.07%	15
2025 Q3	$8.67M	Buy	197,418 +15,007	+8%	+$634K	2.01%	16
2025 Q2	$7.41M	Buy	182,411 +55,137	+43%	+$2.01M	1.88%	18
2025 Q1	$4.36M	Sell	127,274 -49,204	-28%	-$1.84M	5.73%	4
2024 Q4	$7.02M	Buy	176,478 +8,393	+5%	+$308K	1.98%	20
2024 Q3	$5.85M	Buy	168,085 +5,863	+4%	+$194K	2.13%	18
2024 Q2	$5.34M	Buy	162,222 +20,616	+15%	+$654K	2.36%	15
2024 Q1	$4.53M	Buy	141,606 +46,510	+49%	+$1.4M	2.22%	14
2023 Q4	$2.68M	Buy	95,096 +41,586	+78%	+$1.08M	2.06%	14
2023 Q3	$1.31M	Buy	53,510 +44,768	+512%	+$1.14M	1.61%	14
2023 Q2	$221K	Buy	+8,742	New	+$204K	0.36%	51

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

Bridgewealth Advisory Group's CGGR Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Capital Group Growth ETF (CGGR) stake by 15% in Q2 2026, buying an estimated $1.62M and bringing the position to 267,941 shares worth $12.6M. The position accounts for 2.39% of the portfolio, ranked #15.

Bridgewealth Advisory Group first reported a position in CGGR in Q2 2023 and has held it in 13 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Bridgewealth Advisory Group held 267,941 shares of Capital Group Growth ETF worth $12.6M as of Q2 2026.
Bridgewealth Advisory Group bought 35,899 Capital Group Growth ETF shares in Q2 2026, an estimated $1.62M.
Capital Group Growth ETF made up 2.39% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #15 holding.
Bridgewealth Advisory Group first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 13 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.