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Cape Investment Advisory’s Capital Group Growth ETF CGGR Stock Holding History

Cape Investment Advisory’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 		$355K Buy
7,475
+5,128
+218% +$239K 0.09% 168
2026
Q2 		$111K Buy
+2,347
New +$106K 0.03% 326
2026
Q1 		– Sell
-2,584
Closed -$115K – 371
2025
Q4 		$115K Buy
+2,584
New +$114K 0.04% 282
2025
Q3 		– Sell
-940
Closed -$38.2K – 906
2025
Q2 		$38.2K Sell
940
-1,234
-57% -$45K 0.01% 405
2025
Q1 		$74.5K Hold
2,174
– – 0.03% 288
2024
Q4 		$80.8K Buy
2,174
+600
+38% +$22K 0.03% 264
2024
Q3 		$54.8K Buy
1,574
+1,124
+250% +$37.3K 0.02% 305
2024
Q2 		$14.8K Buy
+450
New +$14.3K 0.01% 467

Other funds holding CGGR

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EA
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
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Cape Investment Advisory's CGGR Position: Q3 2026 in Review

Cape Investment Advisory increased its Capital Group Growth ETF (CGGR) stake by 218% in Q3 2026, buying an estimated $239K and bringing the position to 7,475 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #168.

Cape Investment Advisory first reported a position in CGGR in Q2 2024 and has held it in 8 quarters since. 60 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Cape Investment Advisory held 7,475 shares of Capital Group Growth ETF worth $355K as of Q3 2026.
  • Cape Investment Advisory bought 5,128 Capital Group Growth ETF shares in Q3 2026, an estimated $239K.
  • Capital Group Growth ETF made up 0.09% of Cape Investment Advisory's portfolio in Q3 2026, its #168 holding.
  • Cape Investment Advisory first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 60 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.